|
⚲
|
| Activ8 Family Office LLC
✚
|
|
|---|---|
| CRD # | 337753 |
| SEC # | 801-134678 |
| CIK # | |
| AUM | $1.5 B (2026-03-11) |
| Employees | 21 (29% Investors, 0% Brokers) |
| Phone | 978-870-0255 |
| Address | 1775 Tysons Blvd Mclean, VA 22102 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 151 | 51.7 |
| (b) Individuals (high net worth individuals) | 148 | 1,481.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 88 | 9.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,844 | 1,542.4 |
| By Discretionary | ||
| Discretionary | 1,557 | 1,536.9 |
| Non-Discretionary | 287 | 5.4 |
| Total | 1,844 | 1,542.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 76.5 | |
| United States Persons | 1,465.9 | |
| Total | 1,844 | 1,542.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Murray Financial Group LLC
✚
|
MN | 1.6 |
|
CCM Investment Advisers LLC
✚
|
SC | 1.5 |
|
Tritonpoint Wealth LLC
✚
|
MD | 1.5 |
|
Fiduciary Wealth Partners LLC
✚
|
MA | 1.5 |
|
Cutler Investment Counsel LLC
✚
|
OR | 1.5 |
|
YCG LLC
✚
|
TX | 1.5 |
|
Financial Symmetry Incorporated
✚
|
NC | 1.5 |
|
SBK Financial Inc
✚
|
VA | 1.5 |
|
Strategic Wealth Group Registered Investment Advisor LLC
✚
|
MN | 1.5 |
|
Tulsa Wealth Advisors Inc
✚
|
OK | 1.5 |