Alejandro Yanes
Investment adviser representative at Actitrust Wealth Management LLC
18 yearsExperience
1 stateRegistered 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
18 years in the industry.
- Actiadvisors CorpAug 2019 to now
- Actitrust Wealth Management LLCJun 2017 to now
- Gts & AsociadosMar 2008 to Jun 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 6692583
- Firm CRD
- 284827