$1.5B Total AUM
$1.4B Disc. AUM
-- 3Y CAGR
22 Employees
532 ADV. Clients
15 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS · JP Morgan · Morgan Stanley
- Clients
- Retail
- Platforms
- Harbor beaconMomentum +more
- Established Date
- 03-11-2011
- Office Locations
- 2
Office Locations
20900 NE 30 Avenue Suite 311 Aventura FL
-- NEW York NY
About Activest Wealth Management, LLC
Activest Wealth Management is an independent advisory firm providing family office and wealth management services with customized planning and transparent guidance for individuals, families, and entrepreneurs. Portfolios span diversified public markets, including ETFs and public funds across equities and fixed income. Named an Americas Top Financial Advisory Firms 2026 honoree.
Team overview
53 AVG AGE
$121.7M AVG AUM / ADVISOR
$2.7M AVG AUM / CLIENT
4.4 yrs AVG TENURE
22 Employees
12 Advisory Reps
11 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Harbor delta Catalyst Optima delta Bridge Signal Eagle summit Atlas Quantum
Client Personas
Vector
CRM
Momentum alpha
Custodian
Frontier unison North optima Quantum Insight Eagle zenith Ridge crest Vital frontier Pathway meridian Optima
Investment Themes
Ridge Unison Peak beacon Focus
Investment Vehicles
Value zenith
Platform
Fusion delta
Services
Oak radial Crest meridian Radial Frontier pioneer Vital harbor Capital Insight frontier Oak
Technology
Wave alpha Pioneer Value Zenith Peak
Owner & Executives
JACOBO LEON TAUREL RIMERIS
MANAGING DIRECTOR
- CRD
- #6488756
- Ownership
- Less than 5%
(880) 224-6939
focus.element@zenithcapital.com
in linkedin.com/in/oak-momentum
ISAAC WAKSZOL
Chief Compliance Officer, President
- CRD
- #5734442
- Ownership
- Less than 5%
(987) 397-7859
momentum.delta@primecapital.com
in linkedin.com/in/vertex-bridge
Showing 2 of 2 owners & executives
Unlock allContacts
J
JUDY BATIEVSKY
--
- CRD
- #5746542
(415) 646-5623
peak.oak@vertexcapital.com
in linkedin.com/in/horizon-glacier
EDUARDO ISAAC BRENDER
Financial Advisor, General Partner
- CRD
- #5425441
(326) 788-2254
frontier.oak@horizoncapital.com
in linkedin.com/in/signal-atlas
O
Oak ridge
Fusion foundation
- CRD
- #44259
(208) 472-3667
vital.alpha@wavecapital.com
in linkedin.com/in/horizon-crest
Showing 2 of 13 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,412,953,298 | $818,155 |
| Non-Discretionary | $47,316,945 | $1,182,924 |
| Total | $1,460,270,243 | $826,412 |
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Separately Managed Accounts
Total SMA Asset: $1,460,270,243
Public Funds:
15.9% Other:
18.7% Equity - Exchange:
9.7% U.S. Government/Agency:
12.1% Corporate - Investment Grade:
8.6% Corporate - Non-Investment Grade:
17.2% Derivatives:
6.3% Cash:
11.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $881,047,337 | 15.9% |
| Other | $1,036,200,328 | 18.7% |
| Equity - Exchange | $537,494,288 | 9.7% |
| U.S. Government/Agency | $670,482,565 | 12.1% |
| Corporate - Investment Grade | $476,541,327 | 8.6% |
| Corporate - Non-Investment Grade | $953,082,654 | 17.2% |
| Derivatives | $349,094,228 | 6.3% |
| Cash | $637,235,496 | 11.5% |
| Total | $5,541,178,223 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HORIZON FOUNDATION | SIGNAL DELTA | NT11J65FC | ZFFZZ | 6.27% | $39,191,741 |
| ATLAS VECTOR FOUNDATION | VECTOR MOMENTUM | S9OSPR8SK | VXL | 3.66% | $62,890,653 |
| ZENITH QUANTUM PEAK | HARBOR ALPHA | CN7UW63HU | YOSLQ | 8.84% | $45,959,289 |
| OAK MERIDIAN | PIONEER NORTH | UQ0TN0G48 | NHFJ | 5.68% | $76,682,650 |
| RADIAL EAGLE PIONEER | VERTEX BRIDGE | 0GCY1CID6 | BFYL | 2.77% | $102,457,239 |
| ALPHA MERIDIAN EMBER | WAVE VALUE | UA6Y98VQQ | CDS | 10.87% | $100,489,012 |
| HARBOR GLACIER | PATHWAY EMBER | VSKK8OICB | GSBHL | 9.51% | $112,010,641 |
| OAK FOUNDATION FOUNDATION | ELEMENT VERTEX | 0FL9PQ3HI | TFC | 12.57% | $34,230,732 |