ActiTrust Wealth Management Information

View Top Employees from ActiTrust Wealth Management

At ActiTrust we are passionate about helping our clients achieve their long term financial success through tailored financial strategies designed to build, grow and protect their personal wealth. Our guiding principles are based on the idea that relationships are long term partnerships based on trust, honesty and integrity with the clients interest always ahead of our own!

Website	http://www.actitrust.com
Revenue	$436000
Employees	7 (3 on RocketReach)
Founded	2016
Address	300 S. Pine Island Rd Suite 305, Plantation, Florida 33324, US
Phone	+1 754-229-0051
Fax	(954) 252-3833
Technologies	JavaScript , HTML , PHP +25 more (view full list)
Industry	Investment Management, Business Services General, Business Services
Keywords	Wealth Management, Wealth Building, Financial Planning, Investment Management, Retirement Planning, Trust Services, Estate Planning, Tax Planning, Financial Advisor, Portfolio Management, Wealth Preservation, Investment Strategies, Financial Strategies, Long Term Investments, Personal Finance, Financial Security, Asset Management, Risk Management, Financial Consulting, Investment Consulting
Competitors	Fidelity Investments, Schwab Advisor Services, Vanguard, BlackRock, Morgan Stanley, Merrill Lynch, Edward Jones, J.P. Morgan, TIAA, Wells Fargo Advisors +44 more (view full list)
SIC	SIC Code 736 Companies, SIC Code 73 Companies, SIC Code 87 Companies, SIC Code 874 Companies
NAICS	NAICS Code 56111 Companies, NAICS Code 561 Companies, NAICS Code 5611 Companies, NAICS Code 56 Companies, NAICS Code 561110 Companies

ActiTrust Wealth Management Questions

What is the annual revenue of ActiTrust Wealth Management?

The ActiTrust Wealth Management annual revenue was $436000 in 2026.

Who is the Co-Founder and Managing Director and Registered Investment Advisor of ActiTrust Wealth Management?

Alfredo J. Yanes is the Co-Founder and Managing Director and Registered Investment Advisor of ActiTrust Wealth Management.

How many people are employed at ActiTrust Wealth Management?

3 people are employed at ActiTrust Wealth Management.

Where is ActiTrust Wealth Management based?

ActiTrust Wealth Management is based in Plantation, Florida.

What is the NAICS code for ActiTrust Wealth Management?

The NAICS codes for ActiTrust Wealth Management are [56111, 561, 5611, 56, 561110].

What is the SIC code for ActiTrust Wealth Management?

The SIC codes for ActiTrust Wealth Management are [736, 73, 87, 874].

Top ActiTrust Wealth Management Employees

Alfredo J. Yanes

Co-Founder and Managing Director and Registered Investment Advisor at ActiTrust Wealth Management

Fort Lauderdale, FL, US
3
- hotmail.com
- actitrust.com
- yahoo.com
5+
- +1 305-385-XXXX
- +1 954-385-XXXX
- +1 954-648-XXXX
- +1 954-384-XXXX
- +1 954-349-XXXX
- +1 954-614-XXXX
Alfredo Yanes

Investment Adviser at ActiTrust Wealth Management

Austin, TX, US
4
- hotmail.com
- gmail.com
- jetflyaviation.co
- actitrust.com
5+
- +1 954-806-XXXX
- +1 312-212-XXXX
- +61 2 3661 XXXX
- +1 857-455-XXXX
- +41 52 528 7XXXX
- +1 312-366-XXXX
Adrian Wu

Wealth Management Associate at ActiTrust Wealth Management

Miami, FL, US
1
- actitrust.com