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TACTIVEST, LLC

· CRD 173309 · IAPD ↗ · tactivest.com · (415) 752-7311

$144.0MRegulatory AUM
1Advisory reps
2Employees
0Clients
11-25Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2026 — TACTIVEST, LLC notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
February 2025 — TACTIVEST, LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
50
October 2024 — TACTIVEST, LLC added office(s): 2 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
May 2024 — TACTIVEST, LLC notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
May 2024 — TACTIVEST, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
April 2024 — TACTIVEST, LLC notice-filed in OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.