IW
Isaac Wakszol
ACTIVEST WEALTH MANAGEMENT
Aventura, FL 33180
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CRD#: 5734442
IW
Professional summary
Isaac Wakszol is a registered financial advisor currently at ACTIVEST WEALTH MANAGEMENT, LLC located in Aventura, Florida.
Isaac is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Isaac has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Isaac Wakszol is Owner and President of MEOD 26, Inc., a non-investment related management consulting company located at 20900 NE 30th Avenue, Suite 311, Aventura, FL 33180 since January 2010. He devotes less than 10% of his professional time in this capacity. Mr. Wakszol's duties as Owner and President of MEOD 26, Inc. do not create a conflict of interest to his provision of advisory services through Activest Wealth Management, LLC. Moreover, Meod 26 Inc is the owner of Activest Wealth management LLC where Isaac devotes the vast majority of his time. Mr. Wakszol is also the Managing Member of 3W Hotels LLC since 2017, a passive investment in hotels; non-investment related; it produces income from the hotels and requires no time to be devoted to it since it is a passive investment; located at 20200 W DIXIE HWY, STE 706, MIAMI, FL 33180. Mr. Wakszol is also an owner and Managing Member of One Aventura Partners LLC since 2011 & One Aventura Partners II, LLC since 2021; neither of which are investment related; they both own real estate and earn monthly income in the form of rent; they are both located at 20900 NE 30th Avenue, Suite 311, Aventura, FL 33180; no time is dedicated to either of these entities. Mr. Wakszol is also a partial owner of WFW Beverly LLC, a non-investment related company that owns vacant land that awaits development. The address is 20200 W Dixie Highway, Suite 706, Miami, FL 33180. He has had ownership of this company since December 2021 and has no other roles or responsibilities with this company and devotes no time to the company.
CRS (Client Relationship Summary) - RIA
Click below to view Isaac Wakszol's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 11, 2011 - Present
ACTIVEST WEALTH MANAGEMENT, LLC
Office #1: 20900 Ne 30 Avenue Suite 311, Aventura, FL 33180RIA
CRD#: 156150
Aventura, FL
Past
February 16, 2010 - November 25, 2011
INDEPENDENT FINANCIAL PARTNERS
RIA
CRD#: 125112
AVENTURA, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AW
ACTIVEST WEALTH MANAGEMENT, LLC
ACTIVEST WEALTH MANAGEMENT, LLC
CRD#: 156150 / SEC#: 801-113430
RIA
Registered Investment Advisory firm - (6/14/2018 Approved)Florida
Registered Investment Advisory firm - (8/8/2018 Terminated)Texas
Registered Investment Advisory firm - (8/8/2018 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(3/11/2011)
IAR
Texas(7/21/2016)
Current Firm
AW
ACTIVEST WEALTH MANAGEMENT, LLC
ACTIVEST WEALTH MANAGEMENT, LLC
CRD#: 156150 / SEC#: 801-113430
RIA
Registered Investment Advisory firm - (6/14/2018 Approved)Florida
Registered Investment Advisory firm - (8/8/2018 Terminated)Texas
Registered Investment Advisory firm - (8/8/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
20900 Ne 30 Avenue Suite 311, Aventura, FL 33180
Mailing Address
Phone number
(954) 399-8121
Established
Firm type
Fiscal year end
# of Employees
16
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,574 |
| AUM (Assets Under Management) | $ 1,016,538,348 |
Red Flags
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Company Information
ACTIVEST WEALTH MANAGEMENT, LLC
CRD#: 156150Aventura, FL 33180TRUST BUT VERIFY
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