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Advisor

Dannit Chocron

Activest Wealth Management · Aventura, Florida

Dannit Chocron is a fee-only financial advisor at Activest Wealth Management in Aventura, Florida. Activest Wealth Management reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.

Percentage of assetsFixed feesPerformance-based fees Fee-only

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Facts

FirmActivest Wealth Management
Based in Aventura, Florida
Fee model (firm's Form ADV)Percentage of assets · Fixed fees · Performance-based fees
LanguagesSpanish
Assets under management$1.46B across 1,767 accounts
SEC registration Investment adviser representative in FL · CRD 7485996
Exams passedSeries 65 (2022)
Firm size22 employees
Disclosures None reported
Websitewww.activestwm.com

How Dannit's firm compares

  • Activest Wealth Management's average account is about $826,000, from its Form ADV (assets managed divided by 1,767 accounts).

What fee-only advisors charge in Florida

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Questions about Dannit

Is Dannit Chocron a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Dannit holds no broker registration, and Activest Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Dannit charge for financial advice?

Dannit's firm, Activest Wealth Management, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.

What languages does Dannit work in?

Besides English, Activest Wealth Management offers service in Spanish, according to its website.

Where is Dannit Chocron based?

Dannit Chocron is based in Aventura, Florida.

Is Dannit Chocron registered with the SEC?

Yes. Dannit Chocron is registered as an investment adviser representative in FL (CRD 7485996), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Activest Wealth Management manage?

Activest Wealth Management reports $1.46B across 1,767 accounts in assets under management.

How do I contact Dannit Chocron?

Through Dannit's website, www.activestwm.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

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