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| Actitrust Wealth Management LLC
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|---|---|
| CRD # | 284827 |
| SEC # | 801-120812 |
| CIK # | |
| AUM | $123.9 M (2025-03-26) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 754-229-0051 |
| Address | 300 S Pine Island Rd Plantation, FL 33324 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 65 | 14.3 |
| (b) Individuals (high net worth individuals) | 24 | 30.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 23 | 79.1 |
| (n) Other | 0 | 0.0 |
| Total | 172 | 123.9 |
| By Discretionary | ||
| Discretionary | 164 | 123.5 |
| Non-Discretionary | 8 | 0.3 |
| Total | 172 | 123.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 123.9 | |
| Total | 172 | 123.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
TME Financial Inc
✚
|
CA | 0.1 |
|
Global Portfolio Solutions Inc
✚
|
AZ | 0.1 |
|
Intelliflo Advisers Inc
✚
|
GA | 0.1 |
|
Bay Cliadakis & Associates LLC
✚
|
CA | 0.1 |
|
Libertas Wealth Management Group Inc
✚
|
OH | 0.1 |
|
Going Sebastien Fisher & Lebouef LLP
✚
|
LA | 0.1 |
|
Appian Way Financial LLC
✚
|
CA | 0.1 |
|
Wright Wealth Strategies LLC
✚
|
CA | 0.1 |
|
Laufer Wealth Management LLC
✚
|
NY | 0.1 |
|
Stephen J Garry & Associates LLC
✚
|
NY | 0.1 |