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- Custodian
- Charles Schwab & Company · LPL Financial · TD Ameritrade
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 12-19-2019
- Office Locations
- 1
Office Locations
About Actis Wealth Management
Actis Wealth Management is an Iowa-based RIA providing personalized, risk-managed portfolio management and financial planning for individuals and business owners, with a focus on retirement planning and 401(k) rollovers. Investment implementation emphasizes active asset allocation using public funds, including mutual funds and ETFs. Clients get a 24/7 online portal to view all accounts—including outside holdings—in one place.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 64 clients, or 64 clients per representative. That equates to $1.1M in reported AUM per client.
The profile lists 1 reported office location and 6 years in operation. The source data was last updated on March 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
BRIAN DAVID WECKMAN
Chief Compliance Officer, President
- CRD
- #2912379
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $70,017,736 | -- |
| Non-Discretionary | $0 | -- |
| Total | $70,017,736 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Actis Wealth Management has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.