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
1050 Se Olson Drive, Suite I, Waukee, IA 50263
https://twitter.com/actiswealth
By the Numbers
  • Total Assets Under Management
    44
    MILLION
  • Total Number of Accounts
    250
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

IA, TX

Financial Advisors at Actis Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Brian Weckman, financial advisor Waukee IA
Brian D. Weckman
CRD#: 2912379
1050 Se Olson Drive, Suite I, Waukee, IA 50263

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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