Activest Wealth Management, LLC
● SEC registered since 2018CRD 156150SEC# 801-113430Aventura, FL
Reg. AUM
$1.46B
Employees
22
Accounts
1,767
Location
Aventura, FL
Activest Wealth Management, LLC assets under management
Activest Wealth Management, LLC operates as an SEC-registered investment adviser based in Aventura, FL. The firm has been registered since 2018. It reports $1.5 billion in regulatory assets under management and employs 22 people.
Activest Wealth Management, LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Esb26 LLC Control | Member | 25-50% | 2025 |
| Isaac Wakszol Control | President, Cco | Under 5% | 2009 |
| Jacobo Leon Taurel Rimeris Control | Managing Director | Under 5% | 2019 |
See all 8 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Activest Wealth Management, LLC manage?
Activest Wealth Management, LLC reports $1.5 billion in regulatory assets under management on its Form ADV.
How many employees does Activest Wealth Management, LLC have?
Activest Wealth Management, LLC reports 22 employees.
Where is Activest Wealth Management, LLC located?
Activest Wealth Management, LLC is based in Aventura, FL and has been SEC-registered since 2018.
Does Activest Wealth Management, LLC disclose fund performance?
Activest Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 20900 NE 30 Avenue, Suite 311, Aventura, FL 33180 |
| Phone | 954-399-8121 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.46B▲ 44%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 27%
Larger than 73% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$1.46Bregulatory AUM
Discretionary $1.41BNon-discretionary $47.3M