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Activest Wealth Management

TL;DR

Activest Wealth Management is an Aventura multi-family office and wealth manager, a Florida adviser since 2011 and SEC registered since 2018, offering discretionary portfolio management and family office services.

Aventura, FL
Registered 2018
22 employees
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$1.5 billion
Regulatory AUM
As of ADV filing 2026-09-22
1,767
Accounts / Clients
530 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
22
Team Size
employees, 12 advisory
8 yrs
Years Registered
First registered 2018
About Activest Wealth Management

Activest Wealth Management is an Aventura multi-family office and wealth manager, a Florida adviser since 2011 and SEC registered since 2018, offering discretionary portfolio management and family office services.

Office: 20900 NE 30th Avenue, Suite 311, Aventura, FL.

Best for: Families, including Spanish-speaking and Latin American ones, wanting flexible minimums and a CFP-led team

Fee model and designations stated on the guide
Advisory feesPlanning designations named
Form ADV data
CRD156150
RegistrationSEC-registered
First registration2018
Regulatory AUM$1.5 billion
ADV filing date2026-09-22
Accounts1,767
Clients530 individual and high-net-worth clients
Employees22
Advisory employees12
Fee modelAsset-based advisory fees from 0.65% to 1%; performance fees possible for qualified clients
MinimumNo account minimum, though small accounts may be terminated (ADV 2A)
Disclosure events (Item 11)0
DesignationsCFP, CFA and CPA named on the team page

Source: SEC Investment Adviser Public Disclosure, CRD 156150, as of ADV filing 2026-09-22, pulled October 11, 2026.

Ranked on ProCloser
Advisers, reviews and AI visibility
Advisory representatives14 (SEC IAPD)
Average years in the industry7.5
Representatives with a disclosure0 of 14 (0%)
FINRA-registered representatives0 of 14
High-net-worth share of individual clients57% (ADV 5.D)
Regulatory AUM per advisory rep$122 million
Compensation methodsasset-based, fixed, performance (ADV 5.E)
Google Business Profile5 (10 reviews)

Sources: SEC IAPD individual records; Form ADV Part 1 filed 09/22/2026; Google Business Profile via DataForSEO checked 2026-10-11. Updated 2026-10-11.

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