Activest Wealth Management Employee Directory

Financial ServicesFlorida, United States11-50 Employees

We are a group committed to empowering families, building legacies, and impacting lives through financial solutions designed to make a difference.

With over 10 years of experience, a presence in more than 15 countries, and the privilege of guiding over 150 families on their journey to achieving their wealth goals, we offer financial advisory services rooted in close and personalized relationships. We understand that each client has unique goals and needs, which is why our team of advisors, alongside specialists in various fields, combines integrity, excellence, empathy, a human touch, and a deep commitment to crafting tailored strategies for every individual.

Our international reach allows us to merge a global perspective with a local approach, adapting to the particularities of each market while upholding our purpose of serving with the highest standards. Your financial well-being and that of your family is more than a priority to us—it is our commitment.

Find Activest Wealth Management employees' phone numbers or email addresses

Activest Wealth Management Global Highlights

Location
Employees

North America
15

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  • United States Of America
    15

South America
1

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  • Venezuela
    1

Activest Wealth Management's Leadership

  • Stylized image of a person
    M. S.
    Chief Operating Officer
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  • Stylized image of a person
    I. W.
    President
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  • Stylized image of a person
    J. T.
    Managing Partner
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  • Stylized image of a person
    J. L. C.
    Portfolio Manager - Director
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  • Stylized image of a person
    E. B.
    Managing Director
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  • Stylized image of a person
    J. X. S.
    Portfolio Manager
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  • Stylized image of a person
    D. C.
    Technology And Operations Manager
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  • Stylized image of a person
    A. K.
    Registered Client Service Associate
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Contact profiles from Activest Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. T.
    Managing Partner
    Phone icon
    United StatesFlorida
    Nov 24, 2025
  • Stylized image of a person
    M. S.
    Chief Operating Officer
    Phone icon
    United StatesFlorida
    Oct 16, 2025
  • Stylized image of a person
    I. W.
    President
    Phone icon
    United StatesFlorida
    Oct 08, 2025
  • Stylized image of a person
    J. L. C.
    Portfolio Manager - Director
    Phone icon
    United StatesFlorida
    Nov 11, 2025
  • Stylized image of a person
    E. B.
    Managing Director
    Phone icon
    Oct 16, 2025
  • Stylized image of a person
    J. X. S.
    Portfolio Manager
    Phone icon
    United StatesFlorida
    Oct 16, 2025
  • Stylized image of a person
    D. C.
    Technology And Operations Manager
    Phone icon
    United StatesFlorida
    Nov 11, 2025
  • Stylized image of a person
    A. K.
    Registered Client Service Associate
    Phone icon
    United StatesFlorida
    Nov 27, 2025
  • Stylized image of a person
    G. E. F. C.
    Alternative Investments Specialist
    Phone icon
    Venezuela
    Oct 20, 2025
  • Stylized image of a person
    K. T.
    Technology And Operations Associate
    Phone icon
    United StatesFlorida
    Nov 13, 2025

Frequently Asked Questions

What is Activest Wealth Management known for?

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Activest Wealth Management was founded in 2009 operates in the Financial Services industry. Explore Activest Wealth Management's company overview page for more information.

What is Activest Wealth Management's most common email format?

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Activest Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Activest Wealth Management email formats with LeadIQ.

How many employees does Activest Wealth Management have currently?

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Activest Wealth Management has approximately 16 employees as of December 2025. These team members are located across 2 continents, including North AmericaSouth America.

Who are Activest Wealth Management's key employees and leadership?

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As of December 2025, Activest Wealth Management's key employees include:

  • Chief Operating Officer: M. S.
  • President: I. W.
  • Managing Partner: J. T.
  • Portfolio Manager - Director: J. L. C.
  • Managing Director: E. B.

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