This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.79 fund_share=0.0 institutional_share=0.09 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$144MItem 5.F on the latest filing (2026-03-10); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$144M

Private client RAUM

$114MderivedItem 5.D individuals plus high net worth individuals

Private client share

79%derivedprivate client RAUM over total RAUM

Advisors on IAPD

6

RAUM per advisor

$24.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

2

Advisory employees

1

Offices

4Schedule D 1.F, beyond the principal office

Accounts

630

Individual clients

159

High net worth clients

41

Custody, client assets

$3.5M

SEC number

801-126580

CRD

173309

Filings on the tape

32

First filed

Aug 18, 2022

Latest filed

Mar 10, 2026

Organised

Limited Liability Company, CA

Website

tactivest.com

• Occurred

  Feb 12, 2024
  Control person left

  Lee Brieann Peixoto (Chief Compliance Officer) no longer on Schedule A of Tactivest, Llc (listed 2024-02-05, absent 2024-02-12)

  Form ADVobserved 6 days ago
• Occurred

  Aug 18, 2022
  First Form ADV filing

  Tactivest, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b64c36a1-5729-200b-fca6-1ae68f5f4a4e

First observed

Aug 18, 2022

Last observed

Mar 10, 2026 6 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.