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