Actitrust Wealth Management LLC
● SEC registered since 2021CRD 284827SEC# 801-120812Plantation, FL
Reg. AUM
$140.5M
Employees
7
Accounts
151
Location
Plantation, FL
Actitrust Wealth Management LLC assets under management
Actitrust Wealth Management LLC is a registered investment adviser overseen by the SEC based in Plantation, FL. The firm has been registered since 2021. It reports $140.5 million in regulatory assets under management and employs 7 people.
Actitrust Wealth Management LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alfredo Jorge Yanes Control | Chief Compliance Officer | Under 5% | 2016 |
| Bailliage Investments LLC Control | Direct Owner | 5-10% | 2016 |
| Hansa Holdings | Owner | 5-10% | 2018 |
| Senay Holdings Inc Control | Direct Owners | Over 75% | 2016 |
| Alejandro Yanes Control | Director/Owner | Over 75% | 2016 |
| Alfredo Jorge Yanes Control | Managing Director/Owner | Over 75% | 2016 |
| Venture Pacific Corporation Control | Owner | Over 75% | 2018 |
Frequently asked questions
How much does Actitrust Wealth Management LLC manage?
Actitrust Wealth Management LLC reports $140.5 million in regulatory assets under management on its Form ADV.
How many employees does Actitrust Wealth Management LLC have?
Actitrust Wealth Management LLC reports 7 employees.
Where is Actitrust Wealth Management LLC located?
Actitrust Wealth Management LLC is based in Plantation, FL and has been SEC-registered since 2021.
Does Actitrust Wealth Management LLC disclose fund performance?
Actitrust Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 300 S. Pine Island Rd., Suite 305, Plantation, FL 33324 |
| Phone | (754) 229-0051 |
| Fax | (954) 252-3833 |
| Office hours | By Appointment Only |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$140.5M▲ 13%
Feb '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 85%
Larger than 15% of 16,306 advisers
EmployeesTop 51%
More than 49% of 16,824 advisers
Assets under management
$140.5Mregulatory AUM
Discretionary $140.5MNon-discretionary $61K