Overview
Assets Under Management: $461 million
Headquarters: ALLEN, TX
High-Net-Worth Clients: 199
Average Client Assets: $2 million
Frequently Asked Questions
ACT WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #155131), ACT WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
ACT WEALTH MANAGEMENT, LLC is headquartered in ALLEN, TX.
ACT WEALTH MANAGEMENT, LLC serves 199 high-net-worth clients according to their SEC filing dated February 26, 2025. View client details ↓
According to their SEC Form ADV, ACT WEALTH MANAGEMENT, LLC offers portfolio management for individuals and pension consulting services. View all service details ↓
ACT WEALTH MANAGEMENT, LLC manages $461 million in client assets according to their SEC filing dated February 26, 2025.
According to their SEC Form ADV, ACT WEALTH MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 199
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.02
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 564
Discretionary Accounts: 562
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 155131
Last Filing Date: 2025-02-26 00:00:00
Website: https://actwm.com