Activest Wealth Management, Llc
- Regulatory AUM
- $1.5B
- Discretionary
- $1.4B
- Clients
- 530
- Avg AUM / client
- $2.8M
- Accounts
- 1,767
- Employees
- 22
AUM over time
Annual snapshots from Form ADV filings · as of Apr 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 229 | $54.8M | 3.75% |
| High net worth individuals | 301 | $1.4B | 96.2% |
People (13)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Isaac Wakszol | President, Cco | Dec 2009 (17y) | ≈ 56.25% – 100% via Meod 26, Inc. | |
| Jacobo Leon Taurel Rimeris | Owner | Jun 2015 (11y) | ≈ 7.5% – 25% via Parnasa Lechaim, Llc | |
| Jose L Cova | Registered representative | Sep 2016 (10y) | ||
| Juan Xavier Sanchez | Registered representative | Aug 2021 (5y) | ||
| Mauricio Saias | Registered representative | Jan 2022 (5y) | ||
| Dannit Cohen Saporta | Registered representative | Mar 2022 (4y) | ||
| Eduardo Isaac Brender | Registered representative | Apr 2024 (2y) | ||
| Janessa Marie Suarez | Registered representative | Apr 2024 (2y) | ||
| Claudia Sadde | Registered representative | Mar 2025 (1y) | ||
| Jose Jacobo Finkelstein | Registered representative | Jun 2025 (1y) | ||
| Arianna E Kaufman | Registered representative | Oct 2025 (1y) | ||
| Ana Rieber | Registered representative | Mar 2026 (0y) | ||
| Judy Batievsky | Registered representative | Mar 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Meod 26, Inc. | Member | Jan 2010 | A | 75% or more |
| Parnasa Lechaim, Llc | Member | Jan 2020 | A | 10% – 25% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Isaac Wakszol: 75% – 100% of Meod 26, Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Jacobo Leon Taurel Rimeris: 75% – 100% of Parnasa Lechaim, Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/20/2026 | 963 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Other services
Custody
Reported custodians
- Fidelity Brokerage Services $533M (37% of AUM) Apr 2026
- National Financial Services (Fidelity) $369M (39% of AUM) Jul 2024
- Morgan Stanley $318M (22% of AUM) Apr 2026
- J.P. Morgan $149M (10% of AUM) Apr 2026
- Credit Suisse Ag $50.4M (10% of AUM) Mar 2022
- Bank Vontobel Ag $22.5M (10% of AUM) Oct 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 20, 2026.
View current Form ADV (SEC/IAPD) ↗