BILLION +
ASSETS*
COUNTRIES WITH
REACH
* IMPORTANT INFORMATION: Activest Wealth Management (“Activest”) is a registered investment adviser with the SEC. Being registered with the SEC does not mean the SEC endorses Activest. No information on this material should be construed as a recommendation regarding the purchase or sale of any security. As of December 31 2021, Assets Under Management $483,309,904 and Assets Under Advice $1,783,722,423. Please refer to our ADV and our website for more information. Activest does not provide legal or tax advice. AMG, Amundi, Allianz, Alliance.
Activest is an ecosystem of financial advisors that, through a platform of innovative solutions, provides individual, transparent and independent advice, enabling our clients to plan and expand their wealth.
Our independence gives us the flexibility to recommend products and services, providing tailored solutions to your needs.
Our focus is to add value to families and become their strategic ally, as reflected in the performance results and solutions we offer. We build a one-on-one relationship with each client, dedicating the time and resources necessary to develop a lasting connection.
We represent the interests of our clients. We operate objectively and independently in search of the best outcome for our investors.
We are unique due to the personal relationship that we always maintain with our clients.
Our team of seasoned experts will provide you with responsible and transparent guidance, meticulously outlining each stage of the process.
We are dedicated to understanding and gaining in-depth knowledge of each client’s situation to provide innovative, high-quality solutions.
We provide an open platform with the goal of providing access to a large variety of opportunities.