Actitrust Wealth Management LLC
Firm details
- Headquarters
- Plantation, Florida
- CRD number
- 284827
- Registered since
- April 16, 2021
- Website
- www.actitrust.com
- Custodians
- SAFRA SECURITIES LLC, INTERACTIVE BROKERS LLC, PORTFOLIO RESOURCES GROUP, INC., MORGAN STANLEY & CO. LLC, PERSHING LLC
- Fee structure
- Percentage of AUM
- Client types
- Corporations / Businesses56.96%
- HNWI28.41%
- Individuals14.63%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Actitrust Wealth Management LLC is an SEC-registered, fee-based wealth manager organized as an LLC that serves individuals, families and institutional clients. The firm provides discretionary portfolio management for individual and small-business clients as well as for businesses and institutions, and it also engages in selecting other advisers and external managers on clients’ behalf. Actitrust operates as a capital allocator, charging fees as a percentage of assets under management. The firm does not describe itself as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Investment Grade Corp Bonds27%
- Non-Investment Grade Corp Bonds27%
- Cash & Cash Equivalents13%
- Public Funds/Mutual Funds12%
- Exchange Traded Equities9%
Owners & executives
1 of 1
Eduardo Bello
Managing Director and Chief Compliance OfficerCRD 5433549
Contacts
3 of 5
Alfredo Yanes
Financial AdvisorCRD 6623506
Alejandro Yanes
Co-Founder & DirectorCRD 6692583
Adrian Wu
Wealth Management AssociateCRD 8145256
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Plantation, FL
Broward
Location
Plantation, FL
Headquartered in Plantation, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Broward
- Address
- 300 S Pine Island Rd
- Time zone
- ET (UTC-5)
- Office locations
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