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
2901 Park Ave, Ste D3, Soquel, CA 95073
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA, HI

Financial Advisors at Active Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
David Schwartz, financial advisor Soquel CA
David L. Schwartz
CRD#: 7368770
2901 Park Ave, Ste D3, Soquel, CA 95073

David Schwartz (CRD# 7368770) is an Investment Advisor Representative working at Active Wealth Management LLC in Soquel, CA and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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