Actis Wealth Management

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Description

  • Actis Wealth Management is a 100% locally-owned independent financial services firm. It was founded in 2001 with the aim of bringing an institutional-style investing approach to individuals and businesses.At Actis Wealth Management, we act as your own personal Chief Financial Officer to provide you with simple, tailored solutions that can help you work towards financial freedom. By having a personal relationship with us, you no longer have to rely on the information you receive from sales people and others who are paid only when you purchase what they are selling. Instead, you can turn to us for unbiased guidance before you make financial decisions like saving for retirement, buying a home, sending a child to college, purchasing insurance, etc.We take a big-picture approach when working with our clients. We design financial strategies that are custom tailored to your specific needs and goals. We collaborate with you on your entire financial picture even if that includes outside investments and accounts which we do not specifically manage for you.The financial consultants of Actis Wealth Management are registered representatives with and offer securities and advisory services through LPL Financial, Member NASD/SIPC.
  • location

    Headquarters:9295 Bishop Drive Suite 105, West Des Moines, Iowa, United States

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  • Actis Wealth Management phone

    Phone Number: +1 515-440-1334

  • Actis Wealth Management website

    Website: https://www.actiswealth.com

  • Actis Wealth Management employees

    Employees:1

  • Actis Wealth Management revenue

    Revenue:$0 - 1M

  • Actis Wealth Management legal name

    Legal Name:Actis Wealth Management

  • Actis Wealth Management's Social Media

    Actis Wealth Management linkedin Actis Wealth Management facebook Actis Wealth Management twitter
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  • |  NAICS Code: 523920  |

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Person level website identification

Founder President Chief Investment Officer for Actis Wealth Management

Brian Weckman

Founder President Chief Investment Officer

Person level website visitor identification

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Brian Weckman

Founder President Chief Investment Officer

Frequently Asked Questions regarding Actis Wealth Management

  • Where are Actis Wealth Management's Headquarters?

    Actis Wealth Management's Headquarters are in 9295 Bishop Drive Suite 105,West Des Moines,Iowa,United States

  • What is Actis Wealth Management's phone number?

    Actis Wealth Management's phone number is +1 515-440-1334

  • What is Actis Wealth Management's official website?

    Actis Wealth Management's official website is https://www.actiswealth.com

  • What is Actis Wealth Management's Revenue?

    Actis Wealth Management's revenue is $0 - 1M

  • What is Actis Wealth Management's NAICS code?

    Actis Wealth Management's NAICS code is 523920

  • How many employees are working in Actis Wealth Management

    Actis Wealth Management has 1 employees

  • What is Actis Wealth Management's Industry?

    Actis Wealth Management is in the industry of Financial Services

  • Who is Actis Wealth Management's Founder President Chief Investment Officer?

    Actis Wealth Management's Founder President Chief Investment Officer is Brian Weckman

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