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Mariana Avila Murati

Activest Wealth Management, LLC

Aventura, FL

CRD 8304156

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Employer firm

Activest Wealth Management, LLC CRD 156150

$1.46B regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Selection of other advisers
  • Periodicals / newsletters
  • CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

Current Employers
Activest Wealth Management, Llc

20900 Ne 30 Avenue Suite 311, Aventura, FL 33180 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-07-21
  • FL RA
    APPROVED
    Since 2026-07-21

Branch Locations

20900 Ne 30 Avenue Suite 311, Aventura, FL 33180 • 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
Activest Wealth Management, Llc Aventura FL 02/2026 Present
Rbc Dominion Securities Toronto 03/2019 06/2025
State Street Toronto 05/2018 08/2018
Student Toronto 09/2014 01/2019
Unemployed Toronto 06/2025 02/2026
  • 02/2026 → Present
    Activest Wealth Management, Llc
    Aventura, FL
  • 03/2019 → 06/2025
    Rbc Dominion Securities
    Toronto
  • 05/2018 → 08/2018
    State Street
    Toronto
  • 09/2014 → 01/2019
    Student
    Toronto
  • 06/2025 → 02/2026
    Unemployed
    Toronto
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-09
  • S65 Uniform Investment Adviser Law Examination
    2026-06-09

View on SEC IAPD

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Nearby Offices

MORGAN STANLEY · Aventura, FL
UNISON ASSET MANAGEMENT LLC · AVENTURA, FL
EPIPHANLY ADVISORY, LLC · AVENTURA, FL

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