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| Actitrust Wealth Management LLC
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|---|---|
| CRD # | 284827 |
| SEC # | 801-120812 |
| CIK # | |
| AUM | $140.5 M (2026-02-02) |
| Employees | 7 (86% Investors, 14% Brokers) |
| Phone | 754-229-0051 |
| Address | 300 S Pine Island Rd Plantation, FL 33324 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 67 | 20.6 |
| (b) Individuals (high net worth individuals) | 22 | 39.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 21 | 80.0 |
| (n) Other | 0 | 0.0 |
| Total | 151 | 140.5 |
| By Discretionary | ||
| Discretionary | 150 | 140.5 |
| Non-Discretionary | 1 | 0.1 |
| Total | 151 | 140.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 111.2 | |
| United States Persons | 29.3 | |
| Total | 151 | 140.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Liberty Asset Management LLC
✚
|
PA | 0.1 |
|
Stability Partners Advisory Group LLC
✚
|
TX | 0.1 |
|
Wolverine Wealth Advisory Services Inc
✚
|
MI | 0.1 |
|
DLK Investment Advisors LLC
✚
|
WA | 0.1 |
|
Steele Street Capital LLC
✚
|
ME | 0.1 |
|
MWM Wealth Advisory LLC
✚
|
MN | 0.1 |
|
Savior LLC
✚
|
MA | 0.1 |
|
Excomp Asset Management Ltd
✚
|
NY | 0.1 |
|
Larson Williams Wealth Advisors LLC
✚
|
UT | 0.1 |
|
Fortis Portfolio Solutions LLC
✚
|
IL | 0.1 |