Unclaimed Profile

Isaac Wakszol

ACTIVEST WEALTH MANAGEMENT, LLC·AVENTURA, Florida

Series 65Clean record16 years registeredACTIVEST WEALTH MANAGEMENT, LLC

20900 NE 30 AVENUE, AVENTURA, FL 33180CRD# 5734442Firm CRD# 156150

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Isaac Wakszol · AVENTURA, FL

Registration

CRD #5734442 · ACTIVEST WEALTH MANAGEMENT, LLC · 16 years registered

Brand Profile

Not yet started

Career History

ACTIVEST WEALTH MANAGEMENT, LLC

Mar 2011 – present

INDEPENDENT FINANCIAL PARTNERS

Feb 2010 – Nov 2011

AVENTURA, FL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · February 16, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ACTIVEST WEALTH MANAGEMENT, LLC

CRD 156150 · SEC 801-113430

AUM

$957M

Regulatory assets under management

Employees

1,181 client accounts

Services offered by ACTIVEST WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Market timing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ACTIVEST WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Isaac Wakszol offer?

Isaac Wakszol specializes in Financial Planning, Investment Management. Contact their office in AVENTURA, Florida for a consultation.

What are Isaac Wakszol's credentials?

Isaac Wakszol is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Isaac Wakszol located?

Isaac Wakszol is based in AVENTURA, Florida, working with ACTIVEST WEALTH MANAGEMENT, LLC. Their office serves clients in the AVENTURA metropolitan area and surrounding communities.

How does Isaac Wakszol charge for services?

Isaac Wakszol's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ACTIVEST WEALTH MANAGEMENT, LLC?

ACTIVEST WEALTH MANAGEMENT, LLC has approximately 12 employees and manages $957M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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