Activ8 Family Office LLC

EST. AUM
$1,542,366,700

CONTACTS
12

CLIENT ACCOUNTS
1,844

Firm Details

Metro area Washington, DC
CRD Number 337753
Website activ8familyoffice.com
Client types

Overview

Activ8 Family Office LLC is a newly established family office-style investment advisory firm formed in 2025 and registered with the U.S. Securities and Exchange Commission, focusing on providing holistic wealth management and financial advisory services to high-net-worth individuals and families. The firm’s ownership includes several professionals who collectively offer tailored financial planning, investment management, cash management, and tax-related services designed around each client’s unique goals and risk profile. Activ8 Family Office’s services are structured to integrate multiple aspects of wealth oversight, including outsourced chief investment officer (OCIO) solutions and coordinated third-party manager allocations. The firm emphasizes a comprehensive, client-centric model that blends advisory, planning, and wealth preservation in a fiduciary context.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Activ8 Family Office LLC

Platform Details

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