Activest Wealth Management, LLC

Activest Wealth Management, LLC is a registered investment adviser established in 2011 in Florida and registered with the SEC since June 14, 2018. The firm offers discretionary and non-discretionary portfolio management services tailored to clients' needs and objectives. Clients may grant discretionary authority for account management, allowing Activest to make investment decisions without prior approval. The firm provides sub-advisory and consulting services to institutional clients, reporting services, family office services, and financial planning services. Activest primarily advises on various securities based on client goals and objectives. The firm's fee structure is negotiable, with fees based on the market value of assets under management. Activest may charge performance-based fees for qualified clients. The firm's investment strategies include income, conservative, moderate, and growth, with a focus on diversification and risk control. Activest emphasizes client privacy and safeguards nonpublic personal information. The firm does not vote proxies on behalf of clients and does not participate in class action lawsuits on behalf of clients.