Actis Wealth Management Revenue

Financial Services • Waukee, Iowa, United States • 1-10 Employees

Actis Wealth Management revenue & valuation

Annual revenue	$5,526,720
Revenue per employee	$2,764,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$17,700,000
Total funding	No funding

Key Contact at Actis Wealth Management

Brian Weckman

President

Company overview

Headquarters	9295 Bishop Drive Suite 105, West Des Moines, IA 50266, US
Phone number	+15154401334
Website	actiswealth.com
NAICS	52
SIC	628
Keywords	Retirement Planning, Alternative Investments, Estate Planning, Comprehensive Wealth Management, Risk Management & Insurance, Fee-Based Asset Management, Balance Sheet Management, 401(K) & 403(B) Rollover Planning, Small & Medium-Sized Business Planning
Founded	2001
Employees	1-10
Socials

About Actis Wealth Management

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.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Actis Wealth Management has never raised funding before.

Actis Wealth Management Tech Stack

Discover the technologies and tools that power Actis Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Gravity Forms

Form builders

WP Rocket

Caching

Swiper

JavaScript libraries

Google Maps

Maps

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

HTTP/3

Miscellaneous

HSTS

Security

PHP

Programming languages

WordPress

Blogs

Frequently asked questions

Actis Wealth Management is located in Waukee, Iowa, US.

You can reach Actis Wealth Management at +15154401334.

Actis Wealth Management generates an estimated annual revenue of $5,526,720. This revenue figure reflects the company's market position and business performance in its industry.

Actis Wealth Management has an estimated valuation of $17,700,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Actis Wealth Management was founded in 2001, making it 25 years old. The company has established itself as a significant player in its industry over this time.

Actis Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Actis Wealth Management

Brian Weckman

President

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