Tech stack
No one at Actitrust Wealth Management LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
S
Safra Securities LLC
Per Form ADV · $46M held · filed Jun 2024
Merrill
Per Form ADV · $26M held · filed Jun 2024
Interactive Brokers
Per Form ADV · $17M held · filed Jun 2024
Pershing
Per Form ADV · $15M held · filed Jun 2024
Morgan Stanley
Per Form ADV · $14M held · filed Jun 2024