PLANTATION, FLCRD 284827Latest ADV February 2, 2026
Actitrust Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Plantation, FL. Its latest Form ADV filing, dated February 2, 2026, reports $141M in regulatory assets under management, 7 employees, and 151 accounts.
Assets Under Management
$141M
Employees
7
Offices
--
Total Clients
110
Primary office
PLANTATION, FL
300 S. PINE ISLAND RD., SUITE 305, PLANTATION, FL, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 60.9% of total clients.
Top client categories% of clientsClients
1
Individuals
60.9%
67
2
HNWI
20.0%
22
3
Corporations
19.1%
21
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$141Mas of February 2, 2026
Discretionary100.0%
$140M
100% of total RAUM100.0%
Non-discretionary0.0%
$61K
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$141M
Total Accounts151
10Y AUM Change+$27M (+23.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee16:1
10Y Employee Change+5 (+250.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.