Wealth manager, independent · Aventura, FL
Activest Wealth Management, LLC
SEC-registered investment adviser · CRD 156150 · SEC 801-113430
At a glance
Activest Wealth Management, LLC is an SEC-registered investment adviser based in Aventura, Florida, with $1.5B in regulatory assets under management as of its Form ADV filed September 22, 2026. It reports 530 individual clients, 301 of them high-net-worth, holding an average of about $2.8 million each, and 22 employees. That ranks it 755th among the nation’s 5,657 independent wealth management RIAs and 42nd of 343 in Florida. It reports 3 custodians for its clients’ separately managed accounts: Fidelity, Morgan Stanley and J.P. Morgan.
Main office 954-399-8121activestwm.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.5B
- Rank among independent wealth managers
- #755 of 5,657
- Rank among all SEC RIAs
- #4,331 of 17,210
- Rank in Florida
- #42 of 343
- Individual clients
- 530
- High-net-worth clients
- 301
- Accounts
- 1,767
- Discretionary
- 97% of AUM
- Employees
- 22
- Advisory staff
- 12
- Offices
- 2
Owners and executives on its Form ADV
- Isaac WakszolPresident, CCO
- Jacobo L. Taurel RimerisManaging Director
Custody and brokerage
Broker-dealer
No broker-dealer ties
Activest Wealth Management, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 301 | $1.4B | 96% |
| Individuals | 229 | $55M | 4% |
Disciplinary disclosures
Activest Wealth Management, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Selecting other advisers
- Periodicals or newsletters
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗activestwm.com ↗
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Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 8 years of filings
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- Growth over one, three and five years
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- Rank against 2,580 peers of its type and size
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- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Florida
All of Florida →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Ciccarelli Advisory Services IncNaples | $1.6B | 3,553 |
| Evertern Wealth, LLCNaples | $1.6B | 233 |
| Royal Fund Management, LLCLady Lake | $1.6B | 4,940 |
| Private Capital ManagementNaples | $1.4B | 432 |
| J. L. Bainbridge & Co., Inc.Sarasota | $1.4B | 828 |
| Fifth Avenue Family OfficeNaples | $1.4B | 9 |
Background
Questions
How much does Activest Wealth Management, LLC manage?
Activest Wealth Management, LLC reports $1.5B in regulatory assets under management across 1,767 accounts, 97% of it on a discretionary basis, on its Form ADV filed September 22, 2026.
How many clients does Activest Wealth Management, LLC have?
It reports 530 individual clients: 301 high-net-worth individuals and 229 other individuals. Individuals account for about 100% of its regulatory assets.
Where is Activest Wealth Management, LLC headquartered?
Its main office is in Aventura, Florida. It reports 2 offices in total and 22 employees, 12 of whom perform investment advisory functions.
How does Activest Wealth Management, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees; performance-based fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Activest Wealth Management, LLC use?
It reports 3 custodians for its clients’ separately managed accounts: Fidelity, Morgan Stanley and J.P. Morgan. On Schedule D of its Form ADV filed September 22, 2026, it reports these amounts held: Fidelity ($533M); Morgan Stanley ($318M); J.P. Morgan ($149M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Activest Wealth Management, LLC a hybrid RIA with a broker-dealer?
Activest Wealth Management, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Activest Wealth Management, LLC a fiduciary?
As an SEC-registered investment adviser, Activest Wealth Management, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Activest Wealth Management, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-22), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →