ACTIVEST WEALTH MANAGEMENT, LLC
CRD #156150 SEC #801-113430 AVENTURA, FL 954-399-8121
SEC Registered
Total AUM
$1B
Discretionary
$977.2M
Employees
16
Clients
10
Accounts
1,574
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1B | $977.2M | $39.4M | 16 | 2 |
| Jul 2024 | $956.5M | $906.8M | $49.7M | 12 | 2 |
| Apr 2024 | $613.4M | $564M | $49.4M | 12 | 2 |
| Apr 2024 | $613.4M | $564M | $49.4M | 12 | 2 |
| Apr 2024 | $613.4M | $564M | $49.4M | 12 | 2 |
| Mar 2024 | $613.4M | $564M | $49.4M | 12 | 2 |
| Oct 2023 | $486M | $462.8M | $23.3M | 11 | 2 |
| Aug 2023 | $486M | $462.8M | $23.3M | 11 | 2 |
| May 2023 | $486M | $462.8M | $23.3M | 11 | 2 |
| Mar 2023 | $486M | $462.8M | $23.3M | 11 | 2 |
| Mar 2022 | $483.3M | $451.2M | $32.1M | 11 | 2 |
| Sep 2021 | $360.5M | $324M | $36.5M | 9 | 2 |
| Sep 2021 | $360.5M | $324M | $36.5M | 9 | 2 |
| Sep 2021 | $360.5M | $324M | $36.5M | 9 | 2 |
| Aug 2021 | $360.5M | $324M | $36.5M | 9 | 2 |
| Mar 2021 | $360.5M | $324M | $36.5M | 9 | 2 |
| Oct 2020 | $223.7M | $209.4M | $14.2M | 8 | 2 |
| Jun 2020 | $223.7M | $209.4M | $14.2M | 8 | 2 |
| May 2020 | $223.7M | $209.4M | $14.2M | 8 | 2 |
| May 2020 | $223.7M | $209.4M | $14.2M | 8 | 2 |
| Mar 2020 | $22.4B | $20.9B | $1.4B | 8 | 2 |
| Mar 2019 | $178.3M | $169M | $9.4M | 7 | 2 |
| Nov 2018 | $141.7M | $141.7M | $0 | 6 | 2 |
| May 2018 | $141.7M | $141.7M | $0 | 6 | 2 |
DateMar 2025
Total AUM$1B
Discretionary$977.2M
Non-Disc.$39.4M
Employees16
Clients2
DateJul 2024
Total AUM$956.5M
Discretionary$906.8M
Non-Disc.$49.7M
Employees12
Clients2
DateApr 2024
Total AUM$613.4M
Discretionary$564M
Non-Disc.$49.4M
Employees12
Clients2
DateApr 2024
Total AUM$613.4M
Discretionary$564M
Non-Disc.$49.4M
Employees12
Clients2
DateApr 2024
Total AUM$613.4M
Discretionary$564M
Non-Disc.$49.4M
Employees12
Clients2
DateMar 2024
Total AUM$613.4M
Discretionary$564M
Non-Disc.$49.4M
Employees12
Clients2
DateOct 2023
Total AUM$486M
Discretionary$462.8M
Non-Disc.$23.3M
Employees11
Clients2
DateAug 2023
Total AUM$486M
Discretionary$462.8M
Non-Disc.$23.3M
Employees11
Clients2
DateMay 2023
Total AUM$486M
Discretionary$462.8M
Non-Disc.$23.3M
Employees11
Clients2
DateMar 2023
Total AUM$486M
Discretionary$462.8M
Non-Disc.$23.3M
Employees11
Clients2
DateMar 2022
Total AUM$483.3M
Discretionary$451.2M
Non-Disc.$32.1M
Employees11
Clients2
DateSep 2021
Total AUM$360.5M
Discretionary$324M
Non-Disc.$36.5M
Employees9
Clients2
DateSep 2021
Total AUM$360.5M
Discretionary$324M
Non-Disc.$36.5M
Employees9
Clients2
DateSep 2021
Total AUM$360.5M
Discretionary$324M
Non-Disc.$36.5M
Employees9
Clients2
DateAug 2021
Total AUM$360.5M
Discretionary$324M
Non-Disc.$36.5M
Employees9
Clients2
DateMar 2021
Total AUM$360.5M
Discretionary$324M
Non-Disc.$36.5M
Employees9
Clients2
DateOct 2020
Total AUM$223.7M
Discretionary$209.4M
Non-Disc.$14.2M
Employees8
Clients2
DateJun 2020
Total AUM$223.7M
Discretionary$209.4M
Non-Disc.$14.2M
Employees8
Clients2
DateMay 2020
Total AUM$223.7M
Discretionary$209.4M
Non-Disc.$14.2M
Employees8
Clients2
DateMay 2020
Total AUM$223.7M
Discretionary$209.4M
Non-Disc.$14.2M
Employees8
Clients2
DateMar 2020
Total AUM$22.4B
Discretionary$20.9B
Non-Disc.$1.4B
Employees8
Clients2
DateMar 2019
Total AUM$178.3M
Discretionary$169M
Non-Disc.$9.4M
Employees7
Clients2
DateNov 2018
Total AUM$141.7M
Discretionary$141.7M
Non-Disc.$0
Employees6
Clients2
DateMay 2018
Total AUM$141.7M
Discretionary$141.7M
Non-Disc.$0
Employees6
Clients2