Actis Wealth Management
Actis Wealth Management (CRD# 306794) is a financial advisory firm headquartered in Waukee, IA. They manage $43,808,591 in 250 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management44MILLION
-
Total Number of Accounts250ACCOUNTS
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Average Account Value$175,234
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IA, TX
Financial Advisors at Actis Wealth Management
1
Brian Weckman (CRD# 2912379) is an Investment Advisor Representative working at Actis Wealth Management in Waukee, IA and has over 26 years of experience in the finance industry.
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