Mandate & appetite
- Preferred strategies
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- Target geographies
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- Typical ticket
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- AUM
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- Real-asset allocation
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- Appetite
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Investor profile
Activest Wealth Management is a registered investment adviser based in the United States, with offices in Aventura, Florida. The firm specializes in wealth management and investment advisory services, focusing on high-net-worth families. Activest offers a range of financial advisory services, including personalized investment advisory, wealth planning and management, family office services, financial goal analysis, and wealth transfer planning. The firm emphasizes personalized, transparent, and independent advice, combining financial expertise with innovative technology to meet clients' unique financial needs. The company is committed to principles of transparency, integrity, and ethical conduct, ensuring a client-centered approach in all its services.
Unlock mandates & allocation signals
See Activest Wealth Management's active mandates and live allocation signals — plus named decision-makers, unlimited AI capital-matching and CSV export.
- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals with sources
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
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