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ACTIS WEALTH MANAGEMENT

ACTIS WEALTH MANAGEMENT L.C.

CRD 306794

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1050 SE OLSON DRIVE, SUITE I, WAUKEE, IA, 50263, United States

Phone

515-440-1334

Fax

515-440-1295

Registration

— (—)

Source

State registered

Total AUM

$70.0M

Discretionary AUM

$70.0M

Team

1 total employees; 1 advisory reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-16

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals48$49.4M
High net worth individuals16$20.6M

All web addresses on file

Official SEC filing: View on IAPD