Activest Wealth Management

What Activest Wealth Management does

Activest Wealth Management, LLC is a privately held, SEC-registered investment adviser founded in 2010 and headquartered in Aventura, Florida, providing wealth management and family office services to high-net-worth individuals, families, and — via a separate advisor platform — to independent financial advisors and RIAs. The firm reports $1,460,270,243 in Assets Under Management and $3,424,358,995 in Assets Under Advice as of December 31, 2025, and serves more than 500 customers and 200 accompanied families across 10 countries including the United States, Mexico, Venezuela, Argentina, Chile, Panama, and Spain, with bilingual English/Spanish client service capabilities.

The product surface is organized around two core offerings — Family Office and Wealth Management — supported by shared sub-services including investments (public and private markets), tax planning, estate and succession planning, philanthropy and impact investing, research, corporate actions analysis, due diligence, risk control, and portfolio analysis. The AWM Partners platform extends the model to financial advisors, providing financial mentoring, profitability analysis, legal and compliance support, marketing, and operations management. Technology is built on third-party best-in-class tools rather than proprietary systems: Addepar serves as the client-facing portfolio reporting and consolidated views platform, supplemented by top-tier financial research platforms, an alternative investment platform covering private debt, real estate, venture capital, hedge funds, and crypto-assets, and integrations with 15+ global custodians and fund houses.

The business model is fee-based and client-paid, with no third-party compensation. Revenue streams include (1) advisory fees calculated as a percentage of invested amount, (2) performance fees where portfolio size and scope warrant, and (3) fixed dollar advisory fees depending on arrangement, all billed annually. Go-to-market is exclusively direct, relationship-based enterprise sales through Managing Directors and senior advisors, supplemented by a bilingual content marketing program (Insights AWM blog, weekly commentary, newsletter) and earned media in outlets including Newsweek, Citywire, and TEDx Miami. The firm received Newsweek's "Americas Top Financial Advisory Firms" recognition in both 2025 and 2026.

Name

Activest Wealth Management

Legal name

Activest Wealth Management, LLC

Website

https://activestwm.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

11–50 employees

Short description

Activest Wealth Management is a SEC-registered investment adviser founded in 2010, providing family office and wealth management services to high-net-worth individuals, families, and independent financial advisors across 10 countries with bilingual English/Spanish capabilities.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro industry

PRIMARYFSAAADAJ

Lifestyle, Concierge & Personal Services Management

Financial & Insurance/Asset & Wealth Management/Family Offices (Single- & Multi-Family)

Keywords

• Wealth management
• Family office services
• Investment advisory
• Financial planning
• Portfolio management

Headquarters

HQ city

Aventura

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Revenue model

1. Advisory Fees (Percentage of Invested Amount): Activest receives compensation solely from clients, not from third parties. Fees are calculated as a percentage of the invested amount under management, aligned with the advisory agreement scope.
2. Performance Fees: Fees may be structured as performance fees depending on the size of the portfolio and scope of services provided in the advisory agreement.
3. Fixed Dollar Advisory Fees: A fixed dollar amount compensation model is available depending on portfolio size and scope of services. Specifics vary based on individual client arrangements.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Activest Wealth Management is a SEC-registered investment adviser that delivers personalized wealth management and family office services to high-net-worth individuals and families. Its core offerings include Family Office services (consolidation, multi-generational planning, estate/succession planning, alternative investment access) and Wealth Management services (investment management, tax planning, financial planning). The firm also operates AWM Partners, a separate advisor platform that provides financial mentoring, compliance support, marketing, and operations services to independent financial advisors.

Product overview

Activest Wealth Management is a registered investment adviser offering a unified platform of wealth management and financial advisory services. The core offerings consist of Family Office services (serving high-net-worth families with comprehensive wealth management) and Wealth Management services (focused on financial planning and investment management). The Family Office and Wealth Management services share common sub-modules including Investments, Tax Planning, Estate and Succession Planning, Risk Control, Due Diligence, and Portfolio Analysis. Additionally, AWM Partners provides a separate advisor platform offering Financial Mentoring, Profitability Analysis, Legal and Compliance Advice, Marketing and Communication tools, and Operations Management to financial advisors globally.

Differentiator

Problem solved

Functional benefit

Products and services

• Family Office Comprehensive wealth management service dedicated to serving high-net-worth families, combining financial expertise with technology to address multi-generational financial goals. Includes consolidation and portfolio performance reconciliation, family business and strategic planning, investment manager analysis, estate and succession planning, and vendor cost reduction.
• Wealth Management Comprehensive financial planning and investment management service for individuals and families, covering investments, succession and estate planning, tax planning, philanthropy and impact investing, funding, global multi-asset management, research, due diligence, risk control, and portfolio analysis.
• AWM Partners Platform for independent financial advisors and RIAs providing financial mentoring, profitability analysis, legal and compliance support, marketing and communication tools, and operations management. Enables advisors to access Activest's alternative investment platform, technology, and global custody network while serving their client books.

Quantifiable outcome

• More than 90% client retention rate for advisors transitioning to Activest

Named customers1 record

Segments3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core.

• AddeparcoreTechnology or IntegrationActivest uses Addepar as its client-facing portfolio management and reporting platform, providing consolidated portfolio views and performance analytics for clients. Addepar is referenced as the client login portal at awm.addepar.com.
• 15+ Global Custodians, Fund Houses, and ProviderscoreTechnology or IntegrationActivest maintains strategic relationships with more than 15 custodians, fund houses, providers, and partners worldwide, enabling flexible custody solutions and access to diverse investment products. Partners have presence in several countries.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Focus Financial Partners: Public RIA rollup that partners with independent wealth management firms, providing compliance, technology, and operational support. The AWM Partners model Activest uses for recruiting breakaway advisors closely parallels Focus's partnership DNA.
• HighTower Advisors: National RIA and advisor partnership platform providing wealth management to HNW individuals and families with corporate, tax, and estate services. Comparable business model including family office depth and advisor acquisition strategy.
• Creative Planning: Large independent RIA serving HNW individuals and families with comprehensive wealth management, financial planning, and family office services, comparable to Activest in client segment and service breadth though far larger in AUM and headcount.
• LPL Financial: Largest US independent broker-dealer/RIA custodian providing advisor support, technology, and custody. Adjacent model to AWM Partners: Activest recruits advisors while LPL provides the institutional infrastructure for thousands of independent advisors.
• Mariner Wealth Advisors: National RIA and advisor support platform providing family office-style services to HNW clients including estate, tax, and investment management. Comparable to Activest in service mix and target market, with a far larger consolidated footprint.
• Edelman Financial Engines: Large independent RIA offering wealth management and financial planning to mass-affluent and HNW households. Comparable service set (planning, investments, advice) though more retail-facing than Activest's HNW-and-family-office focus.
• Carson Group: Large advisor support platform serving independent financial advisors with coaching, marketing, technology, and back-office support. Directly comparable to Activest's AWM Partners advisor platform offering.

Direct peers

• Mercer Advisors: National RIA specializing in comprehensive wealth management, tax, estate, and family office services for HNW families, with an active advisor M&A program. Highly comparable to Activest in both the family-office service suite and advisor consolidation model.
• Sanctuary Wealth Group: Independent wealth and advisor platform serving HNW clients and breakaway advisors with comprehensive solutions including investments, planning, and alts access. Closely aligned with Activest's dual HNW-family + RIA-recruitment model.
• Buckingham Strategic Partners: Independent RIA providing fee-only wealth management, tax, and estate planning to HNW families and individuals, with significant advisor-support infrastructure. Closely aligned with Activest in services, distribution, and client segment.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/Activest-Wealth-Management-623652291098162
• LinkedInlinkedin.com/company/activest-wealth-management-llc.

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Activest Wealth Management