Activest Wealth Management, LLC

RIASEC RegisteredEst. 2018

Total AUM

$1.5B

Discretionary

$1.4B

97% of AUM

Avg account

$826K

Accounts

1,767

Employees

22

Advisory reps

13

Firm details

Headquarters: Aventura, Florida
CRD number: 156150
Registered since: June 14, 2018
Website: www.activestwm.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, MORGAN STANLEY & CO. LLC, J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI96.25%
Individuals3.75%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Activest Wealth Management, LLC is an independent registered investment adviser that provides financial planning and portfolio management for individuals, families and pooled investment vehicles. The firm acts as a capital allocator and also selects outside managers and publishes investment commentary. Its fee arrangements include AUM-based fees, fixed fees and performance-based fees. Activest is not positioned as an ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds38%
Other19%
Exchange Traded Equities16%
US Government Bonds9%
Investment Grade Corp Bonds6%

Owners & executives

2 of 2

Isaac Wakszol
CEOCRD 5734442
Mauricio Saias
Chief Operating OfficerCRD 6680793

Contacts

3 of 11

Claudia Sadde
Financial AdvisorsCRD 6540575
Jose Finkelstein
AdviserCRD 6869760
Janessa Suarez
Wealth Management AssociateCRD 6718526

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 259

Active vs passive

$420M in ETFs

Passive

92%

$386M

Active

6%

$34M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
SPDR S&P 500 ETF TRUST (SPY)	State Street	Passive	Large Blend	$117M	156,104	27.77%

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Primary office

Aventura, FL

Miami Dade

Location

Aventura, FL

Headquartered in Aventura, 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: Miami Dade
Address: 20900 Ne 30th Ave
Time zone: ET (UTC-5)
Office locations

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