WOODCLIFF LAKE, NJCRD 336793Latest ADV March 31, 2026
Active Wealth Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Woodcliff Lake, NJ. Its latest Form ADV filing, dated March 31, 2026, reports $75M in regulatory assets under management, 1 employee, and 23 accounts.
Assets Under Management
$75M
Employees
1
Offices
--
Total Clients
21
Primary office
WOODCLIFF LAKE, NJ
577 CHESTNUT RIDGE ROAD, WOODCLIFF LAKE, NJ, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 61.9% of total clients.
Top client categories% of clientsClients
1
HNWI
61.9%
13
2
Individuals
38.1%
8
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$75Mas of March 31, 2026
Discretionary40.3%
$30M
40% of total RAUM40.3%
Non-discretionary59.7%
$45M
60% of total RAUM59.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$75M
Total Accounts23
10Y AUM Change+$23M (+43.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee21:1
10Y Employee Change0 (0.0%)
* 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.