# Isaac Wakszol

> Isaac Wakszol 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.

Page: https://find.wellspent.co/advisors/isaac-wakszol/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Activest Wealth Management
- **Based in:** Aventura, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees; Performance-based fees
- **Languages:** Spanish
- **Assets under management (firm):** $1.46B across 1,767 accounts
- **CRD:** 5734442 (https://adviserinfo.sec.gov/individual/summary/5734442)
- **SEC registration:** Investment adviser representative in FL, TX
- **Exams passed:** Series 65 (2009)
- **Firm size:** 22 employees
- **Disclosures:** None reported
- **Website:** http://www.activestwm.com/

## Frequently asked questions

### Is Isaac Wakszol a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Isaac 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 Isaac charge for financial advice?

Isaac'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 Isaac work in?

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

### Where is Isaac Wakszol based?

Isaac Wakszol is based in Aventura, Florida.

### Is Isaac Wakszol registered with the SEC?

Yes. Isaac Wakszol is registered as an investment adviser representative in FL and TX (CRD 5734442), 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 Isaac Wakszol?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5734442): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://activestwm.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.