AUMdb
EW

Everest Wong

CRD 3166711

Firms

FirmRoleAs of
Tactivest, Llc Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Ownership stakes

  • Tactivest, Llc
    Principal Managing Member Chief Compliance Officer · 75% or more · Dec 2024

From Form ADV Schedule A/B filings.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗