Actitrust Wealth Management LLC, a small investment advisory firm headquartered in Plantation, FL, caters to a diverse client base of over 50 individuals. With a strong track record of success, they manage a substantial portfolio of assets, surpassing $115,525,000 in value. While individual accounts and 401Ks account for less than 30% of their assets under management, Actitrust Wealth Management LLC possesses the expertise to oversee employer funds as well.
With their commitment to providing exceptional service, Actitrust Wealth Management LLC ensures that all assets they manage are under their full discretion, allowing them to m...
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Assets Under Mgmt
$115.52M
Investment Professionals
4
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Services Provided Section
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
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