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Adrian Wu

Actitrust Wealth Management LLC

Plantation, FL

CRD 8145256

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Employer firm

Actitrust Wealth Management LLC CRD 284827

$141M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Actitrust Wealth Management Llc

300 S. Pine Island Rd. Suite 305, Plantation, FL 33324 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-09-04
  • FL RA
    APPROVED
    Since 2025-09-04

Branch Locations

300 S. Pine Island Rd. Suite 305, Plantation, FL 33324 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Student Lima 08/2015 08/2025
Actitrust Wealth Management Llc Plantation FL 08/2025 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-28
  • S65 Uniform Investment Adviser Law Examination
    2025-08-28

View on SEC IAPD

Nearby Firms

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Nearby Investors

Carmen A Vasquez
RICARDO M KENT
CHRISTOPHER UPTON

Nearby Offices

MORGAN STANLEY · Plantation, FL
EDELMAN FINANCIAL ENGINES · PLANTATION, FL
TOBIAS FINANCIAL ADVISORS · PLANTATION, FL

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