Active Wealth Advisors

RIASEC Registered
Total AUM
$75.4M
Discretionary
$30.4M
40% of AUM
Avg account
$3.3M
Accounts
23
Employees
1
Advisory reps
1

Firm details

Headquarters
Woodcliff Lake, New Jersey
CRD number
336793
Registered since
August 15, 2025
Website
activewealthadvisors.com
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • HNWI85.57%
  • Corporations / Businesses8.46%
  • Individuals5.97%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Active Wealth Advisors is an independent RIA organized as a limited liability company that advises individual and family clients on investment portfolios. The firm is SEC-registered, having registered in 2025, and charges fees on a percentage-of-AUM basis. Its advisory scope includes portfolio management for individuals/small businesses and for businesses or institutions. Ownership is held by an individual, and the firm reports it is not a capital allocator, not a multi-state adviser, and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 61%, Exchange Traded Equities 28%, Cash & Cash Equivalents 8%, Derivatives 2%, Investment Grade Corp Bonds 1%61%
  • Public Funds/Mutual Funds61%
  • Exchange Traded Equities28%
  • Cash & Cash Equivalents8%
  • Derivatives2%
  • Investment Grade Corp Bonds1%

Contacts

1 of 1

  • Brandon Sack

    Managing MemberCRD 8127862

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Woodcliff Lake, NJ

Bergen

Location

Woodcliff Lake, NJ

Headquartered in Woodcliff Lake, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Bergen
Address
577 Chestnut Ridge Rd
Time zone
ET (UTC-5)
Office locations

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