Juan Sanchez
Activest Wealth Management · Aventura, Florida
Juan Sanchez 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.
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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 | $1.46B across 1,767 accounts |
| SEC registration | Investment adviser representative in FL · CRD 6963982 |
| Exams passed | Series 63 (2019) · Series 65 (2021) |
| Firm size | 22 employees |
| Disclosures | None reported |
| Website | www.activestwm.com |
How Juan's firm compares
- Activest Wealth Management's average account is about $826,000, from its Form ADV (assets managed divided by 1,767 accounts).
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Questions about Juan
Is Juan Sanchez a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Juan 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 Juan charge for financial advice?
Juan'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 Juan work in?
Besides English, Activest Wealth Management offers service in Spanish, according to its website.
Where is Juan Sanchez based?
Juan Sanchez is based in Aventura, Florida.
Is Juan Sanchez registered with the SEC?
Yes. Juan Sanchez is registered as an investment adviser representative in FL (CRD 6963982), 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 Juan Sanchez?
Through Juan's website, www.activestwm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Activest Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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