# Activest Wealth Management

Activest Wealth Management is a Multi Family Office based in Aventura, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Aventura, United States
- **Region:** North America
- **Founded:** 2018
- **Assets under management:** 1.46B (Altss estimate)
- **Website:** activestwm.com
- **LinkedIn:** https://www.linkedin.com/company/activest-wealth-management

## Regulatory record

- **CRD number:** 156150
- **SEC file number:** 801-113430
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-20T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/156150

## About

Activest Wealth Management operates as a multi-family office based in Aventura, Florida. Isaac Wakszol serves as CEO and holds the majority ownership stake through MEOD 26, Inc. Jacobo Taurel holds the remaining stake through Parnasa Lechaim, LLC. The firm allocates across public equities, real estate, private equity, hedge funds and direct co-investments. Confirmed public positions include Apple Inc. and Amazon.com Inc. Geographic reach spans North America, South America, Europe, Asia, the Middle East and Africa. The firm also structures access to venture capital and private credit opportunities. Activest employs a team that includes Managing Director Eduardo Brender and Financial Consultant Claudia Sadde. It maintains a technology relationship with Addepar for reporting. Team members participated in the Wealth Management EDGE conference in 2025. Ownership is split between two holding companies controlled by the named principals, creating a concentrated governance structure that separates client mandates from the principals' personal vehicles.

## Sectors

- PropTech
- FinTech

## People

- Isaac Wakszol — CEO
- Eduardo Brender — Managing Director

## Questions

### Who runs investment decisions at Activest Wealth Management?

Isaac Wakszol serves as CEO. Jose Cova directs the Investment Committee. The firm registers representatives with the SEC.

### Does Activest Wealth Management participate in fund commitments or only direct deals?

The firm provides access to both fund-of-funds vehicles and direct co-investments or SPVs across venture, real estate and private equity.

### What investment stages does Activest Wealth Management typically target?

Confirmed focus includes venture stages from seed through Series G. Growth equity is also indicated in the firm's allocation preferences.

### Which sectors does Activest Wealth Management explicitly prioritize?

PropTech and FinTech appear among confirmed industry focuses. AI/ML and Web3 receive indicated attention.

### How is Activest Wealth Management related to Blackstone and Millennium?

The firm states a strong partnership with Blackstone. It also maintains a long-term relationship with Millennium Management, including recent headquarters visits by team members.

## Related profiles

- [Vector Wealth Management](https://altss.com/profile/vector-wealth-management)
- [PPL Corp. Pension Plan](https://altss.com/profile/ppl-corp-pension-plan)

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

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

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