Fee-only adviser · Aventura, FL
Activest Wealth Management, LLC
Activest Wealth Management, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Aventura, Florida. On its latest Form ADV, filed September 22, 2026, it reports $1.5B in regulatory assets under management, 530 individual clients and 12 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 | 156150 · SEC file 801-113430 |
| Office | 20900 NE 30 Avenue Suite 311 Aventura, FL 33180 |
| Phone | (954) 399-8121 |
| Website | www.activestwm.com |
| Regulatory assets under management | $1.5B ($1.4B discretionary) |
| Individual clients | 229 non-high-net-worth, 301 high-net-worth |
| Financial planning clients | 26-50 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 22 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | September 22, 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 offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- 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 Aventura
- Omnia Family Wealth, LLC $995M
- CV Advisors LLC $15.1B
- Fitzroy Investment Advisors LLC $1.0B
- B1 Financial $40M
- Goalfocus Financial, LLC $9.3M
- Evolution Wealth Advisors, LLC $2.0B
See all 13 fee-only advisers in Aventura →
Nearby
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- North Miami Beach 2 firms
- Hollywood 3 firms
- North Miami 2 firms
- North Bay Village 1 firm
- Cooper City 1 firm
- Miami Shores 1 firm
- Miramar 2 firms
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