# Actis Wealth Management

> Actis Wealth Management is a state-registered investment advisory firm in Waukee, IA, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 16, 2026.

- CRD: 306794
- Filed as: ACTIS WEALTH MANAGEMENT
- Legal name: Actis Wealth Management L.C.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Waukee, IA
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/306794
- AdvisorCensus page: https://advisorcensus.com/firm/actis-wealth-management-waukee-ia-306794

## Quick answers

**How is Actis Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Actis Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Actis Wealth Management located?**
Actis Wealth Management's principal office is in Waukee, IA, according to its Form ADV.

**Is Actis Wealth Management registered with the SEC or a state?**
Actis Wealth Management is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 306794.

**How much does Actis Wealth Management manage?**
Actis Wealth Management reports $70,017,736 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (100% discretionary).

**What types of clients does Actis Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (48); high net worth individuals (16).

**Does Actis Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/306794

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $70,017,736
- Discretionary: $70,017,736
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 48 | $49,391,884 |
| High net worth individuals | 16 | $20,625,852 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2019 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- actiswealth.com
- Facebook @ActisWealth
- LinkedIn @actis-wealth-management
- X @actiswealth

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Actis Wealth Management (CRD 306794): Form ADV filing data as of October 2026.