Activest Wealth Management LLC. Employee Directory

Financial ServicesFlorida, United States11-50 Employees

We are a group committed to empowering families, building legacies, and impacting lives through financial solutions designed to make a difference.

With over 10 years of experience, a presence in more than 15 countries, and the privilege of guiding over 150 families on their journey to achieving their wealth goals, we offer financial advisory services rooted in close and personalized relationships. We understand that each client has unique goals and needs, which is why our team of advisors, alongside specialists in various fields, combines integrity, excellence, empathy, a human touch, and a deep commitment to crafting tailored strategies for every individual.

Our international reach allows us to merge a global perspective with a local approach, adapting to the particularities of each market while upholding our purpose of serving with the highest standards. Your financial well-being and that of your family is more than a priority to us—it is our commitment.

Find Activest Wealth Management LLC. employees' phone numbers or email addresses

Activest Wealth Management LLC. Global Highlights

Location
Employees

North America
16

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  • United States Of America
    16

South America
2

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  • Venezuela
    2

Activest Wealth Management LLC.'s Leadership

  • Stylized image of a person
    M. S.
    Chief Operating Officer
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  • Stylized image of a person
    I. W.
    President
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  • Stylized image of a person
    J. T.
    Managing Partner
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    J. L. C.
    Portfolio Manager - Director
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    E. B.
    Managing Director
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    J. X. S.
    Portfolio Manager
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    D. C.
    Technology And Operations Manager
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  • Stylized image of a person
    A. K.
    Registered Client Service Associate
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Activest Wealth Management LLC. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Finance
  • Accounting
  • Administrative
  • Other

Contact profiles from Activest Wealth Management LLC.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. W.
    Client Services Associate
    Phone icon
    United StatesFlorida
    Oct 22, 2025
  • Stylized image of a person
    D. B.
    Financial Assistant
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    United StatesFlorida
    Oct 16, 2025

Frequently Asked Questions

What is Activest Wealth Management LLC. known for?

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Activest Wealth Management LLC. was founded in 2009 operates in the Financial Services industry. The company's main headquarters is located in 20900 Northeast 30th Avenue One Suite 310 Aventura, Florida 33180 United States. Explore Activest Wealth Management LLC.'s company overview page for more information.

What is Activest Wealth Management LLC.'s most common email format?

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Activest Wealth Management LLC. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Activest Wealth Management LLC. email formats with LeadIQ.

How many employees does Activest Wealth Management LLC. have currently?

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Activest Wealth Management LLC. has approximately 16 employees as of March 2026. These team members are located across 2 continents, including North AmericaSouth America.

Who are Activest Wealth Management LLC.'s key employees and leadership?

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As of March 2026, Activest Wealth Management LLC.'s key employees include:

  • Chief Operating Officer: M. S.
  • President: I. W.
  • Managing Partner: J. T.
  • Portfolio Manager - Director: J. L. C.
  • Managing Director: E. B.

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