Actis Wealth Management Company Profile, Contacts & Intelligence

Financial ServicesWest Des Moines, Iowa, United States2 employeesFounded 2001
1 contact with email or phone data1 with email data1 with phone data
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Employees
2
Company source estimate
Reachable Contacts
1
Visible contacts with email or phone data
Contacts With Email
1
1 of 1 visible contacts
Departments
1
Mapped contact coverage

Actis Wealth Management Overview

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. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial for accuracy or completeness. Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the ‘Contact and Info Section.’ The LPL Financial registered representative associated with this page may only discuss and/or transact business with residents of the following states: AZ, CA, CT, DE, IA, IL, KS, MO, MT, TX.

Headquarters
West Des Moines, Iowa, United States
Website
actiswealth.com
Industry
Financial Services
Founded
2001
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Phone Number
Available in AeroLeads
Company Email
Available in AeroLeads
Comprehensive Wealth Management Fee-Based Asset Management Small & Medium-Sized Business Planning Alternative Investments Retirement Planning Estate Planning Risk Management & Insurance Balance Sheet Management 401(k) & 403(b) Rollover Planning

Actis Wealth Management Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

1 contact with contact data
1 with email data and 1 with phone data in the visible sample.
1 department represented
Visible contacts with email or phone data are mapped to these departments.
1 company-domain email
Visible contacts using Actis Wealth Management's company email domain.
Executive
1

Actis Wealth Management People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

B
Brian Weckman
President at Actis Wealth Management
EP

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