CRD: 336793
Active Wealth Advisors
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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Ember
- Established Date
- 08-15-2025
- Office Locations
- 1
Office Locations
About Active Wealth Advisors
Active Wealth Advisors is a boutique registered investment adviser providing custom portfolio management, wealth planning, and tactical risk management for high-net-worth individuals, families, trusts, and institutional clients. The firm emphasizes active equity and tactical allocation strategies and uses options (covered calls, cash-secured puts, protective hedges) to seek income and manage volatility. Client portal access is offered via Interactive Brokers.
Team overview
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Investment Themes
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Owner & Executives
Brandon Andrew Sack
Chief Compliance Officer, Managing Member, Owner
- CRD
- #8127862
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,410,052 | $1,448,098 |
| Non-Discretionary | $44,996,713 | $22,498,357 |
| Total | $75,406,765 | $3,278,555 |
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Separately Managed Accounts
Total SMA Asset: $75,406,765
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,196,830,781 | 24.5% |
| Equity - Exchange | $346,836,675 | 7.1% |
| Cash | $1,436,196,937 | 29.4% |
| Derivatives | $986,774,766 | 20.2% |
| Corporate - Investment Grade | $918,384,435 | 18.8% |
| Total | $4,885,023,594 | 100.0% |