Activest Wealth Management LLC

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Assets, Funds, Holdings

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Activest Wealth Management LLC
CRD #156150
SEC #801-113430
CIK #0001883134
AUM $956.5 MM (2024-07-11)
Employees 12 (67% Investors, 0% Brokers)
Phone954-399-8121
Address20900 NE 30 Avenue
Aventura, FL 33180
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($BB)
25201510502009201420192025
CIK Period
0001883134
/
Sector Form 13F Holdings Cap ($MM) Value ($MM)
Apple Inc 2,382,844.0 26.5
Amazon Com Inc 1,092,997.8 13.4
Alphabet Inc 1,475,138.5 7.8
Facebook Inc 434,852.0 7.4
Nvidia Corp 399,550.0 6.9
Blackstone Secured Lending Fund 4,025.1 4.0
Microsoft Corp 1,918,222.4 3.7
Super Micro Computer Inc 2,169.7 2.5
Tesla Motors Inc 723,390.3 2.0
BlackRock Corporate High Yield Fund Inc 1,162.7 2.0
DoubleLine Income Solutions Fund 1,236.2 1.7
Synnex Corp 8,926.1 1.7
Ares Capital Corp 8,938.4 1.5
iShares Bitcoin Trust 1.3
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 1,017 0.9
(b) Individuals (high net worth individuals) 164 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 1,181 1.0
By Discretionary
Discretionary 1,135 0.9
Non-Discretionary 46 0.0
Total 1,181 1.0
By Non-United States Persons
Non-United States Persons 0.3
United States Persons 0.7
Total 1,181 1.0
EDGAR Form CIK 2011 - 2024
13F-HR [0001883134]
Comparable Firms State AUM ($BB)
Means Investment Co Inc
ME 1.0
Archford Capital Strategies LLC
IL 1.0
Navellier & Associates Inc
NV 1.0
Pinnacle Investments LLC
NY 1.0
Pronvest Inc
TN 1.0
O'Brien Wealth Partners LLC
MA 1.0
Independent Solutions Wealth Management LLC
NY 1.0
Live Oak Private Wealth LLC
NC 1.0
Accel Wealth Management LLC
IA 0.9
Midwest Capital Advisors LLC
MI 0.9
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