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ACTIVE WEALTH ADVISORS

WOODCLIFF LAKE, NJ · CRD 336793 · IAPD ↗ · activewealthadvisors.com · 551-502-2266

$75.4MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — ACTIVE WEALTH ADVISORS reported RAUM up 43% ($52.6M -> $75.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
December 2025 — ACTIVE WEALTH ADVISORS (WOODCLIFF LAKE, NJ) is newly SEC-registered with $52.6M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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