ACTIVE WEALTH ADVISORS
SEC RegisteredTailored Wealth Management Strategies
About the firm
Active Wealth Advisors is a boutique Registered Investment Advisor (RIA) specializing in actively managed portfolios and tailored strategies tailored to each client's needs. They serve high-net-worth individuals, trusts, institutional clients and families who want investment solutions that go beyond the limitations of traditional wealth management.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Custom portfolio management, options income strategies (covered calls, cash-secured puts, and protective hedges), wealth planning, and risk management through tactical hedging and volatility-aware positioning.
Who they serve
High-net-worth individuals, trusts, institutional clients, and families
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 8 | $4.5M |
| High Net Worth Individuals | 13 | $65M |
0 total clients reported on Form ADV.
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ACTIVE WEALTH ADVISORS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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