ACTIVEST WEALTH MANAGEMENT, LLC

AVENTURA, Florida·2 registered advisors·CRD# 156150
SEC# 801-1134301954-399-8121
01

Firm Overview

AUM
$957M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Other
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ACTIVEST WEALTH MANAGEMENT, LLC

2 registered advisors
Isaac Wakszol
AVENTURA, Florida
Jacobo Leon Taurel Rimeris
AVENTURA, Florida
05

Office Locations

AVENTURA, Florida
2 advisors

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Data sourced from SEC Form ADV filings. ACTIVEST WEALTH MANAGEMENT, LLC (CRD# 156150) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.