Actitrust Wealth Management LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 284827
- SEC number
- 801-120812
- Firm type
- RIA
- Assets under management
- $140.5M as of Feb 2, 2026
- Website
- www.bailliageinvestments.com ↗
- Phone
- (754) 229-0051
- Address
- 300 S. Pine Island Rd., Plantation, FL, 33324
Advisors at this firm
5 in our index · page 1 of 1
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Daniel Miguel GentileCRD 7543265 · Panama CityIA Registered
-
Adrian WuCRD 8145256 · Plantation, FLIA Registered
-
Alfredo Jorge(Jr) YanesCRD 6623506 · Austin, TXIA RegisteredRegistration inactive
-
Alfredo Jorge YanesCRD 2517311 · Plantation, FLIA RegisteredRegistration inactiveDisclosure event(s) on record
-
Alejandro YanesCRD 6692583 · CaracasIA Registered
1–5 of 5
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 284827 ↗
FINRA BrokerCheck record for firm CRD 284827 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.