Activest Wealth Management

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

20900 NE 30th Ave Ste 310, Aventura, Flo...

Phone Number

(954) 399-8121

Revenue

<$5 Million

Industry

Finance Securities Trading

About Activest Wealth Management

We are a group of financial advisors dedicated to ensuring you and your family's wealth. We embrace your past, are committed to your present and together plan your future. We understand your situation and treat your assets as if they were ours; together we deal with any problem, just like family.Explore more
Activest Wealth Management's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Activest Wealth Management Org Chart

Isaac Wakszol, Chief Executive Officer & Partner at Activest Wealth Management
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Chief Executive Officer & Partner

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Chief Operating Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Activest Wealth Managemen...

<$5M
1-10
Private
-
2009
Isaac Wakszol, Chief Executive Officer & Partner at Activest Wealth Management
Isaac WakszolCEO & Partner
$7.6M
11-50
Private
-
2002
DT
Diane TinneyGeneral Manager
$5M
11-50
Private
-
2012
CR
Christopher RossManaging Planning & Investments Partner
<$5M
1-10
Private
-
2018
Connor Keller, Managing Director at Live Oak Private Wealth
Connor KellerManaging Director
<$5M
1-10
Private
-
2009
Casey O'Leary, President at Trinity Wealth Management
Casey O'LearyPresident
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Activest Wealth Management Tech Stack

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Frequently Asked Questions Regarding Activest Wealth Management

What is Activest Wealth Management's official website?
Activest Wealth Management's official website is www.activestwm.com
What is Activest Wealth Management's Revenue?
Activest Wealth Management's revenue is <$5 Million
What is Activest Wealth Management's SIC code?
Activest Wealth Management's SIC: 62,628
What is Activest Wealth Management's NAICS code?
Activest Wealth Management's NAICS: 52,523
How many employees does Activest Wealth Management have?
Activest Wealth Management has 1-10 employees
What industry does Activest Wealth Management belong to?
Activest Wealth Management is in the industry of: Finance, Securities Trading
What is Activest Wealth Management competition?
Activest Wealth Management top competitors include: Dowd Financial Group, Live Oak Private Wealth, Trinity Wealth Management, Alliance Wealth Advisors
What technology does Activest Wealth Management use?
Some of the popular technologies that Activest Wealth Management uses are: WordPress.org, MailChimp, Microsoft 365, Google Tag Manager
How do I contact Activest Wealth Management?
Activest Wealth Management contact info: Phone number: (954) 399-8121 Website: www.activestwm.com
What does Activest Wealth Management do?

We are a group of financial advisors dedicated to ensuring you and your family's wealth. We embrace your past, are committed to your present and together plan your future. We understand your situation and treat your assets as if they were ours; together we deal with any problem, just like family.... Read More

What are Activest Wealth Management social media links?
Activest Wealth Management Linkedin page
Is Activest Wealth Management a public company?
Activest Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Activest Wealth Management

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