Activest Wealth Management, LLC

Activest Wealth Management, LLC (CRD# 156150) is a financial advisory firm headquartered in Aventura, FL. They manage $45,233,726 in 72 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    45
    MILLION
  • Total Number of Accounts
    72
    ACCOUNTS
  • Average Account Value
    $628,246
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, TX

Financial Advisors at Activest Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Isaac Wakszol
CRD#: 5734442
20900 Ne 30 Avenue, Suite 310, Aventura, FL 33180
93
Wealthminder
score

Isaac Wakszol (CRD# 5734442) is an Investment Advisor Representative working at Activest Wealth Management, LLC in Aventura, FL and has over 6 years of experience in the finance industry.

2
Jacobo L. Taurel Rimeris
CRD#: 6488756
20900 Ne 30 Avenue, Suite 310, Aventura, FL 33180
88
Wealthminder
score

Jacobo Taurel Rimeris (CRD# 6488756) is an Investment Advisor Representative working at Activest Wealth Management, LLC in Aventura, FL and has 1 year of experience in the finance industry.

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