Actis Wealth Management
Finance · Iowa, United States · 1-10 Employees
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Overview
Headquarters
1050 SE Olson Dr Ste I, Waukee, Iowa, 50...Phone Number
(515) 440-1334Website
www.actiswealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
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Jul
ZI Rank
1
1
1
1
1
1
About Actis Wealth Management
Actis Wealth Management is a locally owned independent wealth management firm that offers a range of financial services including comprehensive fee-based financial planning, retirement planning, and estate planning. The firm specializes in providing personalized advisory strategies and solutions for business owners, helping them manage their finances effectively. Actis Wealth Management also offers tools like MoneyGuidePro for clients to access their investments conveniently. Their goal is to provide objective financial advice and support clients in achieving their unique financial goals.Explore more
Actis Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Actis Wealth Management
<$5M
1-10
Private
-
2001
BW
Brian WeckmanFounder & President & Chief Investment Officer
Company Profile Activity
Activity Insights
Actis Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Actis Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Actis Wealth Management.
Actis Wealth Management Tech Stack
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Actis Wealth Management is a locally owned independent wealth management firm that offers a range of financial services including comprehensive fee-based financial planning, retirement planning, and estate planning. The firm specializes in providing personalized advisory strategies and solutions for business owners, helping them manage their financ... Read More
