ACTIVEST WEALTH MANAGEMENT, LLC
Latest filing: Mar 12, 2025 (114 days ago)
AUM
$1,016,538,348
66% change vs. 1 year ago
110% change vs. 3 years ago
-95% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
16
33% change vs. 1 year ago
45% change vs. 3 years ago
100% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
AVENTURA, FL
20900 NE 30 AVENUE, AVENTURA, FL, UNITED STATES, 33180
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $1.0 |
| Non-Discretionary | $0.0 |
| Total | $1.0 |
| Client | AUM |
|---|---|
| Retail | $1.0 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $1.0 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 282 | $0.1 |
| Average Individual AUM | $238,249 | |
| HNW | 197 | $0.9 |
| Average HNW AUM | $4,819,046 | |
| Retail Total | 479 | $1.0 |
| Average Retail AUM | $2,122,209 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| NATIONAL FINANCIAL SERVICES LLC | BOSTON-MA-USA | $0.4 |
| J.P. MORGAN SECURITIES LLC | NEW YORK-NY-USA | $0.1 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $1.0 |
| Retail SMA AUM | $1.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 15% | $0.2 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 8% | $0.1 |
| Municipal | 0% | $0.0 |
| Sovereign | 1% | $0.0 |
| IG Credit | 6% | $0.1 |
| HY Credit | 4% | $0.0 |
| Derivatives | 6% | $0.1 |
| Investment Companies | 41% | $0.4 |
| Other Pools | 0% | $0.0 |
| Cash | 5% | $0.1 |
| Other | 15% | $0.2 |
| Total | 101% | $1.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
Representatives
9 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| EDUARDO BRENDER | AVENTURA | FL | S66|2010-01-19 | ||||||
| JACOBO TAUREL RIMERIS | AVENTURA | FL | S65|2015-04-28 | ||||||
| MAURICIO SAIAS | AVENTURA | FL | S65|2021-12-23 | ||||||
| DANNIT COHEN SAPORTA | AVENTURA | FL | S65|2022-03-14 | ||||||
| JANESSA SUAREZ | AVENTURA | FL | S66|2019-06-18 | ||||||
| JUAN SANCHEZ | AVENTURA | FL | S63|2019-08-29|S65|2021-04-28 | ||||||
| ISAAC WAKSZOL | AVENTURA | FL | S65|2009-12-31 | ||||||
| JOSE COVA | AVENTURA | FL | S65|2016-08-08 | ||||||
| YAIR ESRUBILSKY | AVENTURA | FL | S65|2011-12-29 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $1.0 | $0.0 | 0% | 16 | 0 | 0% |
| 2025-04-21 | $1.0 | $0.0 | 0% | 16 | 0 | 0% |
| 2024-04-02 | $0.6 | $0.4 | 66% | 12 | 4 | 33% |
| 2023-04-04 | $0.5 | $0.5 | 109% | 11 | 5 | 45% |
| 2022-04-01 | $0.5 | $0.5 | 110% | 11 | 5 | 45% |
| 2021-04-05 | $0.4 | $0.7 | 182% | 9 | 7 | 78% |
| 2020-04-01 | $22.4 | -$21.4 | -95% | 8 | 8 | 100% |
| 2019-04-01 | $0.2 | $0.8 | 470% | 7 | 9 | 129% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| FL, CO-03/12/2025, DE-04/18/2024, FL-06/14/2018, MA-04/18/2024, NJ-04/26/2024, NY-03/15/2023, TX-06/14/2018, VA-03/15/2023 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT MANAGER SELECTION NEWSLETTERS |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV