Activest Wealth Management Llc.
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- We are Investment Advisors registered in the state of Florida with more than 20 years of experience providing wealth management services to institutional and individual customers. We advise institutional clients with over $ 1 Billion in assets and manage over $ 55 Million of private clients accounts Our proven and disciplined investment process has been helping customers reach their investment goals while maintaining a holistic approach to wealth management, taking into account a web of professionals to help clients with immigration issues, estate and tax planning as well as business and professional development. The Investment Advisor structure allow us to represent the client and work in their best interest; all our revenues derive directly from customers with the objective of eliminating any conflict of interests. We focus on providing value to customers by having the best research available as well as various relationships with financial institutions to meet client needs at a competitive cost. Activest Wealth Management LLC is headquartered in Aventura, FL.
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Headquarters:20900 Northeast 30th Avenue , Aventura, Florida, United States
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Phone Number: +1 954-399-8121
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Website: https://www.activestwm.com
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Employees:6
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Revenue:$1 - 10M
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Legal Name:Activest Wealth Management Llc.
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Activest Wealth Management Llc.'s Social Media
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| NAICS Code: 523920 |
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Frequently Asked Questions regarding Activest Wealth Management Llc.
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Where are Activest Wealth Management Llc.'s Headquarters?
Activest Wealth Management Llc.'s Headquarters are in 20900 Northeast 30th Avenue ,Aventura,Florida,United States
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What is Activest Wealth Management Llc.'s phone number?
Activest Wealth Management Llc.'s phone number is +1 954-399-8121
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What is Activest Wealth Management Llc.'s official website?
Activest Wealth Management Llc.'s official website is https://www.activestwm.com
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What is Activest Wealth Management Llc.'s Revenue?
Activest Wealth Management Llc.'s revenue is $1 - 10M
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What is Activest Wealth Management Llc.'s NAICS code?
Activest Wealth Management Llc.'s NAICS code is 523920
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How many employees are working in Activest Wealth Management Llc.
Activest Wealth Management Llc. has 6 employees
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What is Activest Wealth Management Llc.'s Industry?
Activest Wealth Management Llc. is in the industry of Financial Services
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Who is Activest Wealth Management Llc.'s Chief Operating Officer?
Activest Wealth Management Llc.'s Chief Operating Officer is Mauricio Saias