# ActiTrust Wealth Management

ActiTrust Wealth Management is a Bank / Wealth / Trust based in Plantation, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Plantation, United States
- **Region:** North America
- **Address:** Plantation, FL, United States
- **Founded:** 2016
- **Assets under management:** Undisclosed
- **Website:** actitrust.com
- **LinkedIn:** https://www.linkedin.com/company/actitrust

## Regulatory record

- **CRD number:** 284827
- **SEC file number:** 801-120812
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-02T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/284827

## About

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.

## Sectors

- Investment Advisory

## 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.

## Related profiles

- [Actis](https://altss.com/profile/actis)
- [Actium Group](https://altss.com/profile/actium-group)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/actitrust-wealth-management

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