Our team

Acta Wealth Management was founded as a family-owned firm with one purpose: to stand firmly on the client’s side. We operate with independence and transparency. Boutique by design — able to focus fully on preserving and growing your wealth with discretion and professionalism. Our commitment is simple: your interests come first, always.

Carlos De Obaldía Navarro

Founder/CEO

José García de Paredes

Director

Gabriel Navarro

Co-Founder/COO

Diego Morales

Compliance

José De Obaldía Navarro

Director