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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

ACTIVEST WEALTH MANAGEMENT, LLC

CRD 156150

AVENTURA, FL

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Search this name across graphsid dfx:ria:8ee889ab-39df-76bf-6a6e-35d4b54a4e2b

Data as of Apr 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 21
Dated events: 10
On other graphs: 1
Observed: May 14, 2018 to Apr 20, 2026
26 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Activest Wealth Management, LLC

Intermediary · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.5BItem 5.F on the latest filing (2026-04-20); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.4B
Private client RAUM: $1.5BderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 14
RAUM per advisor: $104Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 22
Advisory employees: 12
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,767
Individual clients: 229
High net worth clients: 301
SEC number: 801-113430
CRD: 156150
Filings on the tape: 26
First filed: May 14, 2018
Latest filed: Apr 20, 2026
Organised: Limited Liability Company, FL
Website: activestwm.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ISAAC WAKSZOL	n/a	AVENTURA, FL	15	16	1	no
JACOBO LEON TAUREL RIMERIS	n/a	AVENTURA, FL	11	11	n/a	no
JOSE L COVA	n/a	AVENTURA, FL	10	11	n/a	no
Juan Xavier Sanchez	n/a	AVENTURA, FL	5	11	n/a	no
MAURICIO SAIAS	n/a	AVENTURA, FL	4	10	n/a	no
Dannit Chocron	n/a	AVENTURA, FL	4	11	n/a	no
EDUARDO ISAAC BRENDER	n/a	AVENTURA, FL	2	16	2	no
Janessa Marie Suarez	n/a	AVENTURA, FL	2	10	2	no
CLAUDIA SADDE	n/a	New York, NY \| AVENTURA, FL	1	12	n/a	no
JOSE JACOBO FINKELSTEIN	n/a	AVENTURA, FL	1	17	1	no
Arianna E Kaufman	n/a	AVENTURA, FL	0	12	2	no
Ana Rieber	n/a	AVENTURA, FL	0	10	n/a	no
JUDY BATIEVSKY	n/a	AVENTURA, FL	0	16	2	no
Mariana Avila Murati	n/a	AVENTURA, FL	0	12	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ESB26 LLC	Member	C	yes	04/2025	Apr 20, 2026	Apr 20, 2026
MEOD 26, INC.	Member	D	yes	01/2010	Apr 20, 2026	Apr 20, 2026
TAUREL RIMERIS, JACOBO, LEON	MANAGING DIRECTOR	Na	yes	01/2019	Apr 20, 2026	Apr 20, 2026
TAUREL RIMERIS, JACOBO, LEON	Owner	E	yes	08/2019	Oct 7, 2020	Jul 11, 2024
WAKSZOL, ISAAC	Shareholder	E	yes	01/2010	May 14, 2018	Jul 11, 2024
WAKSZOL, ISAAC	PRESIDENT, CCO	Na	yes	12/2009	May 14, 2018	Jul 11, 2024
PARNASA LECHAIM, LLC	Member	B	no	01/2020	Apr 20, 2026	Apr 20, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 8 of 9

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 20, 2026	$1.5B	$1.4B	22	12	1	n/a	n/a
2024	Mar 12, 2025	$1.0B	$977M	16	9	1	n/a	n/a
2023	Mar 26, 2024	$613M	$564M	12	8	1	n/a	n/a
2022	Mar 15, 2023	$486M	$463M	11	8	1	n/a	n/a
2021	Mar 9, 2022	$483M	$451M	11	7	0	n/a	n/a
2020	Mar 31, 2021	$360M	$324M	9	7	0	n/a	n/a
2019	Mar 31, 2020	$22B	$21B	8	5	0	n/a	n/a
2018	Mar 29, 2019	$178M	$169M	7	5	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
2	0	2	0.0%	0	0	0	5	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.5B	$1.0B	43.7%	$486M	44.3%	22	16	1	1

Relationships

Registered with (15)

← Mariana Avila MuratiAdvisorregistration: current employment
Jul 21, 2026 to presentfactForm ADV
← JUDY BATIEVSKYAdvisorregistration: current employment
Mar 17, 2026 to presentfactForm ADV
← Ana RieberAdvisorregistration: current employment
Mar 6, 2026 to presentfactForm ADV
← Arianna E KaufmanAdvisorregistration: current employment
Oct 30, 2025 to presentfactForm ADV
← JOSE JACOBO FINKELSTEINAdvisorregistration: current employment
Jun 3, 2025 to presentfactForm ADV
← CLAUDIA SADDEAdvisorregistration: current employment
Mar 4, 2025 to presentfactForm ADV
← Janessa Marie SuarezAdvisorregistration: current employment
Apr 18, 2024 to presentfactForm ADV
← EDUARDO ISAAC BRENDERAdvisorregistration: current employment
Apr 16, 2024 to presentfactForm ADV
← Dannit ChocronAdvisorregistration: current employment
Mar 29, 2022 to presentfactForm ADV
← MAURICIO SAIASAdvisorregistration: current employment
Jan 6, 2022 to presentfactForm ADV
← Juan Xavier SanchezAdvisorregistration: current employment
Aug 18, 2021 to presentfactForm ADV
← JOSE L COVAAdvisorregistration: current employment
Sep 1, 2016 to presentfactForm ADV
← JACOBO LEON TAUREL RIMERISAdvisorregistration: current employment
Jun 5, 2015 to presentfactForm ADV
← ISAAC WAKSZOLAdvisorregistration: current employment
Mar 11, 2011 to presentfactForm ADV
← Jan S ZambranoAdvisorregistration: previous registration
Jan 11, 2022 to Feb 4, 2022factForm ADV

Controls (3)

← WAKSZOL, ISAACOwnerSHAREHOLDER, ownership code E, individual
May 14, 2018 to Jul 11, 2024factForm ADV
← TAUREL RIMERIS, JACOBO, LEONOwnerOWNER, ownership code E, individual
Oct 7, 2020 to Jul 11, 2024factForm ADV
← MEOD 26, INC.OwnerMEMBER, ownership code E, domestic entity
May 14, 2018 to Jul 11, 2024factForm ADV

Owns (1)

← PARNASA LECHAIM, LLCOwnerMEMBER, ownership code B, domestic entity
Oct 7, 2020 to Jul 11, 2024factForm ADV

Dated events

Occurred
Feb 19, 2026
Regulatory AUM changed
Activest Wealth Management, Llc reported RAUM $1.5B, up 44% from $1.0B (2025-03-12 to 2026-02-19)
Form ADVobserved 3 days ago
$444M
Occurred
Jul 11, 2024
Regulatory AUM changed
Activest Wealth Management, Llc reported RAUM $956.5M, up 56% from $613.4M (2024-04-26 to 2024-07-11)
Form ADVobserved 3 days ago
$343M
Occurred
Mar 26, 2024
Regulatory AUM changed
Activest Wealth Management, Llc reported RAUM $613.4M, up 26% from $486.0M (2023-10-02 to 2024-03-26)
Form ADVobserved 3 days ago
$127M
Occurred
Mar 9, 2022
Regulatory AUM changed
Activest Wealth Management, Llc reported RAUM $483.3M, up 34% from $360.5M (2021-09-20 to 2022-03-09)
Form ADVobserved 3 days ago
$123M
Occurred
Feb 4, 2022
Advisor changed firm
Jan S Zambrano left Activest Wealth Management, Llc for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2022-05-10)
Form ADVobserved 3 days ago
Occurred
Mar 31, 2021
Regulatory AUM changed
Activest Wealth Management, Llc reported RAUM $360.5M, up 61% from $223.7M (2020-10-07 to 2021-03-31)
Form ADVobserved 3 days ago
$137M
Occurred
Oct 7, 2020
Control person joined
Leon Jacobo Taurel Rimeris (Owner) appeared on Schedule A of Activest Wealth Management, Llc
Form ADVobserved 3 days ago
Occurred
May 26, 2020
Regulatory AUM changed
Activest Wealth Management, Llc reported RAUM $223.7M, down 99% from $22.4B (2020-03-31 to 2020-05-26)
Form ADVobserved 3 days ago
$-22.1B
Occurred
Mar 31, 2020
Regulatory AUM changed
Activest Wealth Management, Llc reported RAUM $22.4B, up 12444% from $178.3M (2019-03-29 to 2020-03-31)
Form ADVobserved 3 days ago
$22.2B
Occurred
May 14, 2018
First Form ADV filing
Activest Wealth Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8ee889ab-39df-76bf-6a6e-35d4b54a4e2b
First observed: May 14, 2018
Last observed: Apr 20, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ACTIVEST WEALTH MANAGEMENT, LLC

CRD 156150

AVENTURA, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8ee889ab-39df-76bf-6a6e-35d4b54a4e2b

Data as of Apr 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:03 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ISAAC WAKSZOL

n/a

AVENTURA, FL

JACOBO LEON TAUREL RIMERIS

n/a

AVENTURA, FL

n/a

JOSE L COVA

n/a

AVENTURA, FL

n/a

Juan Xavier Sanchez

n/a

AVENTURA, FL

n/a

MAURICIO SAIAS

n/a

AVENTURA, FL

n/a

Dannit Chocron

n/a

AVENTURA, FL

n/a

EDUARDO ISAAC BRENDER

n/a

AVENTURA, FL

Janessa Marie Suarez

n/a

AVENTURA, FL

CLAUDIA SADDE

n/a

New York, NY | AVENTURA, FL

n/a

JOSE JACOBO FINKELSTEIN

n/a

AVENTURA, FL

Arianna E Kaufman

n/a

AVENTURA, FL

Ana Rieber

n/a

AVENTURA, FL

n/a

JUDY BATIEVSKY

n/a

AVENTURA, FL

Mariana Avila Murati

n/a

AVENTURA, FL

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ESB26 LLC

Member

yes

04/2025

Apr 20, 2026

MEOD 26, INC.

Member

yes

01/2010

Apr 20, 2026

TAUREL RIMERIS, JACOBO, LEON

MANAGING DIRECTOR

yes

01/2019

Apr 20, 2026

TAUREL RIMERIS, JACOBO, LEON

Owner

yes

08/2019

Oct 7, 2020

Jul 11, 2024

WAKSZOL, ISAAC

Shareholder

yes

01/2010

May 14, 2018

Jul 11, 2024

WAKSZOL, ISAAC

PRESIDENT, CCO

yes

12/2009

May 14, 2018

Jul 11, 2024

PARNASA LECHAIM, LLC

Member

01/2020

Apr 20, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 20, 2026

$1.5B

$1.4B

n/a

2024

Mar 12, 2025

$1.0B

$977M

n/a

2023

Mar 26, 2024

$613M

$564M

n/a

2022

Mar 15, 2023

$486M

$463M

n/a

2021

Mar 9, 2022

$483M

$451M

n/a

2020

Mar 31, 2021

$360M

$324M

n/a

2019

Mar 31, 2020

$22B

$21B

n/a

2018

Mar 29, 2019

$178M

$169M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.5B

$1.0B

43.7%

$486M

44.3%