ACTIS WEALTH MANAGEMENT

ACTIS WEALTH MANAGEMENT of WAUKEE, IA is an SEC-registered investment adviser (CRD 306794). Regulatory assets under management: $70.0M.

Registration

• CRD: 306794
• Type: Registered investment adviser
• Location: 1050 SE OLSON DRIVE, WAUKEE, IA, 50263
• Phone: 515-440-1334
• Latest filing: 2026-03-16
• Regulatory AUM: $70.0M
• Discretionary AUM: $70.0M
• Clients: 1
• Accounts: 252

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 306794 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search