Updated:
ActiTrust Wealth Management
ActiTrust Wealth Management was established in 2016 as a Florida-based wealth manager. It focuses on investment advisory services for a range of clients.
ActiTrust Wealth Management
ActiTrust Wealth Management was established in 2016 as a Florida-based wealth manager. It focuses on investment advisory services for a range of clients. The firm offers portfolio management and investment strategy construction. No specific asset-class allocations, named holdings, or geographic deployment details appear in available records. Services extend to individuals, high-net-worth individuals, corporations, and business entities. No recent operational events from the last 24 months are recorded. Team size, additional offices, and adjacent vehicles remain undisclosed. The firm follows a conventional wealth-management structure without identified co-investment clubs, proprietary sourcing networks, or hybrid fund vehicles.
General information
Firm type
Bank / Wealth / Trust
Year founded
2016
Location
Region
North America
Country
United States
City
Plantation
Corporate office
Plantation, FL, United States
Sector focus
Frequently asked questions
Who runs investment decisions at ActiTrust Wealth Management?
No named principals or CIO appear in public records.
Does ActiTrust Wealth Management participate in fund commitments or only direct deals?
Available information shows only advisory services; no fund commitments or direct deals are disclosed.
What investment stages does ActiTrust Wealth Management typically target?
No stage preferences or strategy details are published.
Where does the underlying wealth come from?
No wealth-origin information is disclosed.
Is ActiTrust Wealth Management structured as a single family office?
Records classify it as a bank or wealth trust provider, not a family office.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: