Everest Wong
Investment adviser representative at Tactivest, LLC
8 yearsExperience
1 stateRegistered in
$144MFirm assets
4 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
8 years in the industry.
- Tactivest, LLCSep 2014 to now
- Crypto BrokersJun 2021 to May 2022
- Comprehensive Asset Management (camas)Jan 2015 to Apr 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (CA).
Tactivest, LLC
$144MAssets managed
212Clients
6Advisers
4 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
- 3166711
- Firm CRD
- 173309