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| Activest Wealth Management LLC
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|---|---|
| CRD # | 156150 |
| SEC # | 801-113430 |
| CIK # | 0001883134 |
| AUM | 1,460.3 M (2026-04-20) |
| Employees | 22 (55% 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) | |
|---|---|---|---|
| Micron Technology Inc | 26.1 | ||
| Apple Inc | 24.5 | ||
| Nvidia Corp | 16.7 | ||
| Amazon Com Inc | 12.4 | ||
| Alphabet Inc | 12.3 | ||
| Facebook Inc | 9.9 | ||
| Alphabet Inc | 5.1 | ||
| Tesla Motors Inc | 4.5 | ||
| Microsoft Corp | 4.5 | ||
| Denali Holding Inc | 3.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 229 | 0.1 |
| (b) Individuals (high net worth individuals) | 301 | 1.4 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,767 | 1.5 |
| By Discretionary | ||
| Discretionary | 1,727 | 1.4 |
| Non-Discretionary | 40 | 0.0 |
| Total | 1,767 | 1.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.8 | |
| United States Persons | 0.7 | |
| Total | 1,767 | 1.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001883134] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 2 (35 non-US) |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
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|
MI | 1,484.1 M |
|
Hottinger & Co Limited
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1,472.3 M | |
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OH | 1,470.0 M |
|
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WA | 1,459.4 M |
|
Mediqus Asset Advisors Inc
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IL | 1,456.1 M |
|
Keating Financial Advisory Services Inc
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KS | 1,450.3 M |
|
Cary Street Partners Asset Management LLC
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VA | 1,447.8 M |
|
MV Capital Management Inc
✚
|
MD | 1,439.6 M |
|
Pinkerton Wealth LLC
✚
|
ID | 1,439.1 M |
|
Isthmus Partners LLC
✚
|
WI | 1,438.5 M |