Alfredo Jorge Yanes
Investment adviser representative at Actitrust Wealth Management LLC
14 yearsExperience
2 statesRegistered in
$140.5MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Actitrust Wealth Management LLCAug 2016 to now
- Bailliage Investments LLCMar 2012 to now
- Western International Securities, Inc.Mar 2012 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Actitrust Wealth Management LLC
$140.5MAssets managed
110Clients
5Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2517311
- Firm CRD
- 284827