Active Wealth Management LLC
Active Wealth Management LLC (CRD# 314319) is a financial advisory firm headquartered in Soquel, CA. They manage $3,255,000 in 4 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Active Wealth Management LLC
By the Numbers
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Total Assets Under Management3MILLION
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Total Number of Accounts4ACCOUNTS
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Average Account Value$813,750
Compensation Options
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, HI
Financial Advisors at Active Wealth Management LLC
1
David Schwartz (CRD# 7368770) is an Investment Advisor Representative working at Active Wealth Management LLC in Makawao, HI and has over 4 years of experience in the finance industry.
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