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ACT WEALTH MANAGEMENT, LLC
CRD 155131 · SEC 801-71924
ONE BETHANY EAST, 900 WEST BETHANY DRIVE, SUITE 150, ALLEN, TX, 75013, United States
Phone
214-618-2022
Fax
214-919-4896
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$568.8M
Discretionary AUM
$568.8M
Team
5 total employees; 5 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-17
Disciplinary history
No
Services
Portfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 38 | $12.6M |
| High net worth individuals | 226 | $556.2M |
States served
AZ, CA, CO, GA, IL, LA, NV, NJ, NM, NY, NC, PA, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD