|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Active Wealth Advisors LLC
✚
|
|
|---|---|
| CRD # | 336793 |
| SEC # | 801-134176 |
| CIK # | |
| AUM | $14.5 M (2025-07-16) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 551-502-2266 |
| Address | 577 Chestnut Ridge Road Woodcliff Lake, NJ 07677 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3 | 1.2 |
| (b) Individuals (high net worth individuals) | 6 | 13.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 9 | 14.5 |
| By Discretionary | ||
| Discretionary | 8 | 14.4 |
| Non-Discretionary | 1 | 0.1 |
| Total | 9 | 14.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 14.5 | |
| Total | 9 | 14.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
ETF Model Solutions LLC
✚
|
WI | 0.0 |
|
Atlantis Asset Management LLC
✚
|
0.0 | |
|
LFN Advisors Inc
✚
|
MI | 0.0 |
|
Principled Advisors Inc
✚
|
0.0 | |
|
Cleveralpha Asset Management LLC
✚
|
0.0 | |
|
MCA Cross Border Advisors Inc
✚
|
0.0 | |
|
Wealthetic LLC
✚
|
CA | 0.0 |
|
St Bernard Asset Management Inc
✚
|
AR | 0.0 |
|
Honeytree Investment Management Ltd
✚
|
0.0 | |
|
Fidelis Capital LLC
✚
|
AL | 0.0 |