|
⚲
|
| Actitrust Wealth Management LLC
✚
| |
|---|---|
| CRD # | 284827 |
| SEC # | 801-120812 |
| CIK # | |
| AUM | $119.8 MM (2024-06-07) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 754-229-0051 |
| Address | 300 S Pine Island Rd Plantation, FL 33324 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 70 | 15.9 |
| (b) Individuals (high net worth individuals) | 15 | 29.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 21 | 74.6 |
| (n) Other | 0 | 0.0 |
| Total | 198 | 119.8 |
| By Discretionary | ||
| Discretionary | 192 | 119.6 |
| Non-Discretionary | 6 | 0.2 |
| Total | 198 | 119.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 96.5 | |
| United States Persons | 23.3 | |
| Total | 198 | 119.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Steven Feldstein & Associates
✚
|
NJ | 0.1 |
|
Expressive Wealth LLC
✚
|
IL | 0.1 |
|
Peak Wealth Management LLC
✚
|
MI | 0.1 |
|
Morman Kaplan Brilliant and Fransko LLC
✚
|
MI | 0.1 |
|
Broadwing Capital Advisors Inc
✚
|
CA | 0.1 |
|
BWA LLC
✚
|
CA | 0.1 |
|
Investment Insight Wealth Management LLC
✚
|
NY | 0.1 |
|
Marathon Wealth Management Inc
✚
|
NY | 0.1 |
|
Lockerman Financial Group Inc
✚
|
CA | 0.1 |
|
Michael J Porro & Co Financial Advisor LLC
✚
|
NJ | 0.1 |