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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Activest Wealth Management LLC
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| CRD # | 156150 |
| SEC # | 801-113430 |
| CIK # | 0001883134 |
| AUM | $1.0 B (2025-03-12) |
| Employees | 16 (56% Investors, 0% Brokers) |
| Phone | 954-399-8121 |
| Address | 20900 NE 30 Avenue Aventura, FL 33180 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 27.8 | ||
| Amazon Com Inc | 15.6 | ||
| Facebook Inc | 11.3 | ||
| Nvidia Corp | 10.6 | ||
| Alphabet Inc | 9.1 | ||
| Microsoft Corp | 4.9 | ||
| Tesla Motors Inc | 3.5 | ||
| iShares Bitcoin Trust | 3.5 | ||
| Blackstone Secured Lending Fund | 3.3 | ||
| Morgan Stanley Direct Lending Fund | 3.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 282 | 0.1 |
| (b) Individuals (high net worth individuals) | 197 | 0.9 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,574 | 1.0 |
| By Discretionary | ||
| Discretionary | 1,527 | 1.0 |
| Non-Discretionary | 47 | 0.0 |
| Total | 1,574 | 1.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 0.5 | |
| Total | 1,574 | 1.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001883134] |
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|---|---|---|
|
Opal Wealth Advisors LLC
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|
NY | 1.0 |
|
WPWealth LLP
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TX | 1.0 |
|
Pronvest Inc
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TN | 1.0 |
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Wealth Dimensions Group Ltd
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OH | 1.0 |
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Fountainhead Capital Management LLC
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NJ | 1.0 |
|
Regency Investment Advisors Inc
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CA | 1.0 |
|
KWB Wealth
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|
CA | 1.0 |
|
Portland Global Advisors LLC
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|
ME | 1.0 |
|
Strategic Financial Concepts LLC
✚
|
TX | 1.0 |
|
Campbell Wealth Management Inc
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|
VA | 1.0 |