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Actis Wealth Management Employee Directory

Financial ServicesIowa, United States2-10 Employees

Actis Wealth Management is a small, locally owned independent financial services firm based in West Des Moines, Iowa. Founded in 2001, the company applies an institutional-style approach to investing for individuals and businesses, and it positions itself as a personal chief financial officer by providing tailored guidance.

Securities are offered through LPL Financial, a registered broker-dealer and member of FINRA/SIPC. The firm emphasizes a big-picture planning approach, designing strategies tailored to each client's needs and goals and considering the broader financial landscape, including outside accounts not directly managed by Actis. Its client base comprises individuals and businesses seeking unbiased, independent guidance on major financial decisions such as retirement planning, home purchases, college funding, and insurance.

Find Actis Wealth Management employees' phone numbers or email addresses

Actis Wealth Management Global Highlights

Location
Employees

North America
2

Minus sign iconPlus sign icon
  • United States Of America
    2

Actis Wealth Management's Leadership

  • Stylized image of a person
    B. W.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. F.
    Realtor
    Phone icon
    Mobile Phone

Actis Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Actis Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    B. W.
    President
    Phone icon
    Mobile Phone
    United StatesIowa
    Jun 08, 2026
  • Stylized image of a person
    K. F.
    Realtor
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 08, 2023

Frequently Asked Questions

What is Actis Wealth Management known for?

Minus sign iconPlus sign iconActis Wealth Management was founded in 2001 operates in the Financial Services industry. The company's main headquarters is located in 9295 Bishop Drive Suite 105 West Des Moines, Iowa 50266 United States; you can contact the main corporate office by phone at
+1-515-440-****
. Explore Actis Wealth Management's company overview page for more information.

What is Actis Wealth Management's most common email format?

Minus sign iconPlus sign iconActis Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Actis Wealth Management email formats with LeadIQ.

How many employees does Actis Wealth Management have currently?

Minus sign iconPlus sign iconActis Wealth Management has approximately 2 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Actis Wealth Management's key employees and leadership?

Minus sign iconPlus sign icon

As of May 2026, Actis Wealth Management's key employees include:

  • President: B. W.
  • Realtor: K. F.

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