Fee-only adviser · Plantation, FL
Actitrust Wealth Management LLC
Actitrust Wealth Management LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Plantation, Florida. On its latest Form ADV, filed February 2, 2026, it reports $141M in regulatory assets under management, 89 individual clients and 6 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 284827 · SEC file 801-120812 |
| Office | 300 S. Pine Island RD. Suite 305 Plantation, FL 33324 |
| Phone | (754) 229-0051 |
| Website | www.actitrustwealth.com |
| Regulatory assets under management | $141M ($140M discretionary) |
| Individual clients | 67 non-high-net-worth, 22 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management, Selection of other advisers |
| Employees | 7 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 2, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Plantation
- MG&A Wealth $1.0B
- Tobias Financial Advisors $1.2B
- Sterling Wealth Advisors, Inc. $224M
- Envision Asset Management, Inc. $56M
- Fallenbaum CPA & Advisors, LLC $7.6M
- Abacus Capital Advisors $120M
See all 8 fee-only advisers in Plantation →
Nearby
- Sunrise 1 firm
- Davie 1 firm
- Cooper City 1 firm
- Weston 2 firms
- Miramar 2 firms
- Pembroke Pines 2 firms
- Fort Lauderdale 17 firms
- Hollywood 3 firms
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