# Activest Wealth Management, LLC

> Activest Wealth Management, LLC is an SEC-registered investment advisory firm in Aventura, FL, registered since 2018, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 22, 2026.

- CRD: 156150
- Filed as: ACTIVEST WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Aventura, FL
- Filing period: October 2026
- Form ADV filing dated: September 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/156150
- AdvisorCensus page: https://advisorcensus.com/firm/activest-wealth-management-llc-aventura-fl-156150

## Quick answers

**How is Activest Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Activest Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Activest Wealth Management, LLC located?**
Activest Wealth Management, LLC's principal office is in Aventura, FL, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Activest Wealth Management, LLC registered with the SEC or a state?**
Activest Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 156150.

**How much does Activest Wealth Management, LLC manage?**
Activest Wealth Management, LLC reports $1,460,270,243 in regulatory assets under management in its Form ADV filing dated September 22, 2026 (97% discretionary).

**How have Activest Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Activest Wealth Management, LLC: Regulatory assets under management: $360,480,806 in the October 2021 data and $1,460,270,243 in the October 2026 data, up 305%. Total employees: 9 in October 2021 and 22 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Activest Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (301); individuals (other than high net worth individuals) (229).

**Which custodians does Activest Wealth Management, LLC use?**
Activest Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC, JPMorgan Chase & Co and Morgan Stanley as custodians holding 10% or more of its separately managed account assets.

**Does Activest Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/156150

**What changed in Activest Wealth Management, LLC's recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 9 to 12. Regulatory assets under management went from $1,016,538,348 to $1,460,270,243 (+44%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC
- JPMorgan Chase & Co
- Morgan Stanley

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,460,270,243
- Discretionary: $1,412,953,298
- Non-discretionary: $47,316,945

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 229 | $54,774,003 |
| High net worth individuals | 301 | $1,405,496,240 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other

### Firm details
- Registered since: 2018 (8 years)
- Employees: 22 total, 12 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, DE, FL, MA, NJ, NY, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Zurich

### Websites listed on Form ADV (Item 1.I)
- activestwm.com
- LinkedIn @activest-wealth-management-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $360,480,806 | 9 | September 20, 2021 |
| October 2022 | $483,309,904 | 11 | March 9, 2022 |
| October 2023 | $486,014,530 | 11 | October 2, 2023 |
| October 2024 | $956,538,980 | 12 | July 11, 2024 |
| October 2025 | $1,016,538,348 | 16 | March 12, 2025 |
| October 2026 | $1,460,270,243 | 22 | September 22, 2026 |

Regulatory assets under management: $360,480,806 in the October 2021 data and $1,460,270,243 in the October 2026 data, up 305%.
Total employees: 9 in October 2021 and 22 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 9 to 12.
- Regulatory assets under management went from $1,016,538,348 to $1,460,270,243 (+44%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Activest Wealth Management, LLC (CRD 156150): Form ADV filing data as of October 2026.