Tactivest, LLC
Tactivest, LLC is an SEC-registered mass-market adviser with $144.0M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Tactivest, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 173309, SEC 801-126580, data through 2026-03-10.
- AUM (assets under management / regulatory AUM)
- $144.0M (2026-03-10)
- Firm type
- Mass-Market Adviser
- Employees
- 2
- Clients
- 212
- CRD
- 173309
- Ownership
- WONG, EVEREST, K Y; PEIXOTO, BRIEANN, LEE; WONG, EVEREST
How much AUM does Tactivest, LLC have?
Tactivest, LLC reported $144.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-10).
Who owns Tactivest, LLC?
Disclosed owners and executives of Tactivest, LLC include WONG, EVEREST, K Y, PEIXOTO, BRIEANN, LEE, WONG, EVEREST. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.