ACTIVE WEALTH ADVISORS

Overview

Active Wealth Advisors is a small, owner-operated RIA organized as an LLC that focuses on wealth management for individuals and families. The firm provides portfolio management for individuals, small businesses and institutional/business clients under a percentage-of-AUM fee model. It reports neither an ESG emphasis nor pension-consulting or capital-allocation activities; the adviser is not positioned as a multi-state practice and is not identified as a related adviser. Investment activity is concentrated around fund-based strategies rather than direct securities trading. The firm operates both discretionary and non-discretionary mandates, signaling a mix of fully managed client relationships and accounts where clients retain investment authority. The reporting preference is listed as “Other,” but the largest single category of assets is public funds and mutual funds, which drives the manager allocation strategy.

Assets & Accounts

Public Holdings

Location & Offices