Dakota
Dakota
Book a Demo
Talk to an Expert

Activest Wealth Management, LLC

EST. AUM
$1,460,270,243

CONTACTS
5

CLIENT ACCOUNTS
1,767

Firm Details

Metro area Miami
CRD Number 156150
Website activestwm.com
Client types

Overview

Activest Wealth Management is an SEC-registered independent advisory firm headquartered in Aventura, Florida. Founded in 2009, the firm specializes in delivering personalized financial solutions to high-net-worth individuals and families. With a presence in over 15 countries, Activest manages more than $1 billion in assets and advises on over $2.5 billion as of December 2024 . The firm's mission is to empower families, build legacies, and impact lives through transparent and customized financial guidance.

Platform Details

Investment Preferences

Alternative Activity

Address

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

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy