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Active Wealth Advisors LLC

EST. AUM
$75,406,765

CONTACTS
1

CLIENT ACCOUNTS
23

Firm Details

Metro area North Jersey
CRD Number 336793
Website activewealthadvisors.com
Client types

Overview

Active Wealth Advisors LLC is an independent, SEC-registered investment adviser, formed in 2021 and wholly owned by Brandon Sack. The firm provides investment management services to individuals, families, trusts, retirement plans, and institutions. Services are offered on both a discretionary and non-discretionary basis, with portfolios constructed through strategic asset allocation, diversification, rebalancing, and risk management. Investment options include mutual funds, ETFs, equities, and fixed income securities, tailored to client objectives and risk profiles. Clients may impose restrictions on certain investments, ensuring flexibility and alignment with individual preferences.

Platform Details

Investment Preferences

Alternative Activity

Address

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

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