ACTIVEST WEALTH MANAGEMENT, LLC
SEC RegisteredEmpower Families, Build Legacies, Impact Lives.
About the firm
Activest Wealth Management provides personalized financial advisory services with transparency and integrity. Through a platform of innovative solutions, they offer independent advice to help clients plan and grow their wealth.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Family Office services that streamline and enhance the management of personal finances and wealth, and Wealth Management services focused on planning and managing finances with a personalized and transparent approach by analyzing various investment options.
Who they serve
Families seeking personalized financial advisory and wealth management services.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 229 | $55M |
| High Net Worth Individuals | 301 | $1.4B |
2 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
14 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Under $5M | 1.00% |
| $5M to $10M | 0.85% |
| $10M to $20M | 0.75% |
| Over $20M | 0.65% |
Data as of April 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ACTIVEST WEALTH MANAGEMENT, LLC 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.