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ACTIVEST WEALTH MANAGEMENT, LLC

EIN 27-1873821-financial services-Latest filing 2024
Plans
1
Retirement
1
$336K assets
Welfare
0
Participants
12
20900 NE 30TH AVE, SUITE 311 - AVENTURA, FL 33180954-399-8121activestwm.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001ProfitSharing-$336K - 12 part

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Retirement#001

ACTIVEST WEALTH MANAGEMENT, LLC 401(K) PLAN

ProfitSharing

Assets$336K
Participants12
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ACTIVEST WEALTH MANAGEMENT, LLC 401(K) PLANProfitSharing$336K122024
Retirement plans
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