Actitrust Wealth Management LLC
Actitrust Wealth Management LLC is an SEC-registered wealth manager in Plantation, FL with $140.5M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Actitrust Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 284827, SEC 801-120812, data through 2026-02-02.
- AUM (assets under management / regulatory AUM)
- $140.5M (2026-02-02)
- Firm type
- Wealth Manager
- Location
- Plantation, FL
- Employees
- 7
- Clients
- 110
- CRD
- 284827
- Ownership
- HANSA HOLDINGS; YANES, ALFREDO, JORGE; BAILLIAGE INVESTMENTS LLC; SENAY HOLDINGS INC; Yanes, Alejandro
How much AUM does Actitrust Wealth Management LLC have?
Actitrust Wealth Management LLC reported $140.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-02).
Who owns Actitrust Wealth Management LLC?
Disclosed owners and executives of Actitrust Wealth Management LLC include HANSA HOLDINGS, YANES, ALFREDO, JORGE, BAILLIAGE INVESTMENTS LLC, SENAY HOLDINGS INC, Yanes, Alejandro. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.