Activest Wealth Management, LLC

$1.46BAssets under management
as of Sep 2026 · SEC Form ADV
Aventura, FL
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Tech stack

No one at Activest Wealth Management, LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Activest Wealth Management, LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. 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
Fidelity
Per Form ADV · $369M held · filed Jul 2024
J.P. Morgan
Per Form ADV · $65M held · filed Jul 2024
Performance Reporting