Activest Wealth Management, LLC

Activest Wealth Management, LLC (CRD# 156150) is a financial advisory firm headquartered in Aventura, FL. They manage $613,365,815 in 925 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
20900 Ne 30 Avenue, Suite 311, Aventura, FL 33180
http://www.activestwm.com/
By the Numbers
  • Total Assets Under Management
    613
    MILLION
  • Total Number of Accounts
    925
    ACCOUNTS
  • Average Account Value
    $663,098
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DE, FL, MA, NY, TX, VA

Financial Advisors at Activest Wealth Management, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Jose Cova, financial advisor Aventura FL
Jose L. Cova
CRD#: 6219273
20900 Ne 30 Avenue, Suite 311, Aventura, FL 33180

Jose Cova (CRD# 6219273) is an Investment Advisor Representative working at Activest Wealth Management, LLC in Aventura, FL and has over 7 years of experience in the finance industry.

2
Yair Esrubilsky, financial advisor Aventura FL
Yair Esrubilsky
CRD#: 6064618
20900 Ne 30 Avenue, Suite 311, Aventura, FL 33180

Yair Esrubilsky (CRD# 6064618) is an Investment Advisor Representative working at Activest Wealth Management, LLC in Aventura, FL and has over 12 years of experience in the finance industry.

3
Jacobo Taurel Rimeris, financial advisor Aventura FL
Jacobo L. Taurel Rimeris
CRD#: 6488756
20900 Ne 30 Avenue, Suite 311, Aventura, FL 33180

Jacobo Taurel Rimeris (CRD# 6488756) is an Investment Advisor Representative working at Activest Wealth Management, LLC in Aventura, FL and has over 8 years of experience in the finance industry.

4
Isaac Wakszol, financial advisor Aventura FL
Isaac Wakszol
CRD#: 5734442
20900 Ne 30 Avenue, Suite 311, Aventura, FL 33180

Isaac Wakszol (CRD# 5734442) is an Investment Advisor Representative working at Activest Wealth Management, LLC in Aventura, FL and has over 14 years of experience in the finance industry.

5
Dannit Cohen Saporta, financial advisor Aventura FL
Dannit Cohen Saporta
CRD#: 7485996
20900 Ne 30 Avenue, Suite 311, Aventura, FL 33180

Dannit Cohen Saporta (CRD# 7485996) is an Investment Advisor Representative working at Activest Wealth Management, LLC in Aventura, FL and has over 2 years of experience in the finance industry.

6
Mauricio Saias, financial advisor Aventura FL
Mauricio Saias
CRD#: 6680793
20900 Ne 30 Avenue, Suite 311, Aventura, FL 33180

Mauricio Saias (CRD# 6680793) is an Investment Advisor Representative working at Activest Wealth Management, LLC in Aventura, FL and has over 2 years of experience in the finance industry.

7
Juan Sanchez, financial advisor Aventura FL
Juan X. Sanchez
CRD#: 6963982
20900 Ne 30 Avenue, Suite 311, Aventura, FL 33180

Juan Sanchez (CRD# 6963982) is an Investment Advisor Representative working at Activest Wealth Management, LLC in Aventura, FL 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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