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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-27-2015
- Office Locations
- 2
Office Locations
About Tactivest, LLC
Tactivest, LLC is a San Francisco-based RIA providing wealth management and financial planning with customized, client-specific portfolios. The firm serves retail and institutional clients, using a mix of public funds/ETFs alongside private funds and fixed income/municipals where appropriate. Custodies assets with Charles Schwab & Co. Featured as a 2025 BOBA Merchant Toolkit Results finalist.
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Owner & Executives
EVEREST WONG
Chief Executive Officer, Managing Member
- CRD
- #3166711
- Ownership
- 75% or more
BRIEANN LEE PEIXOTO
Chief Compliance Officer
- CRD
- #6181658
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Sevada Scott Haghverdian
--
- CRD
- #7546843
WAYNE R JOHNSON
--
- CRD
- #7538610
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $144,040,554 | $228,636 |
| Non-Discretionary | $0 | -- |
| Total | $144,040,554 | $228,636 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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