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Ana Rieber

Investment adviser representative at Activest Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
$1.5BFirm assets
8 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 assetsFixed or flat feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. Activest Wealth Management, LLCAug 2025 to now
  2. Banque Syz SaDec 2015 to Jun 2025

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 1 state (FL).

Activest Wealth Management, LLC

$1.5BAssets managed
530Clients
14Advisers
8 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
8207367
Firm CRD
156150
Advisor's SEC record (opens in a new tab)
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