ACTIVEST WEALTH MANAGEMENT, LLC is a AVENTURA, Florida based financial advisory firm with nearly $956,538,980 in assets under management and provides investment advisory services for 1181 clients. There are currently 12 financial advisors at the firm.
General Information |
| Firm CRD#: | 156150 | |
| SEC#: | 801-113430 | |
| Assets under Management: | $956,538,980 | |
| No. of Clients: | 1181 | |
| No. of Advisors: | 12 | |
| Advisory Services Provided: | Financial planning services, Portfolio management for individuals and/or small businesses, Selection for other advisors, Publication of periodicals and newsletters, Other (CONSULTING SERVICES TO INSTITUTIONAL CLIENTS) | |
| Fee Structure: | A percentage of AUM, Fixed fees, Performance Based |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| KING WEALTH MANAGEMENT GROUP, LLC | 159550 | 801-73023 | 1743 | 7 | $931,335,129 |
| SOLLINDA CAPITAL MANAGEMENT LLC | 321742 | 801-127144 | 1159 | 14 | $916,803,171 |
| SPIREPOINT PRIVATE CLIENT, LLC | 327350 | 801-128336 | 693 | 7 | $934,052,308 |
| EVOLUTION WEALTH ADVISORS, LLC | 285142 | 801-111646 | 510 | 12 | $952,233,832 |
| KAHN FINANCIAL GROUP | 134802 | 801-121222 | 382 | 2 | $92,774,530 |
| CAPSTONE WEALTH MANAGEMENT CORP. | 165359 | 801-121346 | 329 | 5 | $90,756,453 |
| DYNASTY WEALTH MANAGEMENT, LLC | 153377 | 801-71301 | 209 | 150 | $916,787,822 |
| PANORAMIKA ADVISORS INC. | 172737 | 801-80278 | 176 | 2 | $947,301,418 |
| DOUBLELINE CAPITAL LP | 152606 | 801-70942 | 146 | 264 | $92,968,371,160 |
| WELLS GLOBAL INVESTMENT ADVISERS LLC | 150139 | 801-76875 | 131 | 3 | $93,750,000 |
| WEATHERFORD CAPITAL MANAGEMENT | 304514 | 801-119108 | 17 | 14 | $920,048,639 |
| FORTIS PRIVATE WEALTH ADVISORS, LLC | 304494 | 801-116951 | 11 | 3 | $91,197,135 |
| GLIDE CAPITAL | 288592 | 801-110997 | 6 | 17 | $953,381,248 |
| SHORELINE EQUITY PARTNERS, LLC | 301128 | 801-119168 | 5 | 21 | $907,044,512 |
| LANDMARK INVESTMENT PARTNERS, L.P. | 329543 | 801-129515 | 1 | 5 | $916,385,116 |