ACT WEALTH MANAGEMENT, LLC

Overview

ACT Wealth Management, LLC is an independent registered investment adviser that focuses on serving individual and family clients through percentage-of-AUM advisory relationships. The firm is structured as a limited liability company and has been SEC-registered since 2010; ownership is individual. Advisory services center on portfolio management for individuals and small businesses, with additional pension consulting capabilities. The practice shows a clear tilt toward equity-focused solutions, using exchange-traded products as the primary vehicle for client exposures and managing discretionary portfolios for its client base. The firm is not positioned as a capital allocator and does not describe itself as an active ESG investor. Its operating model is typical of independent RIAs that combine a core equity exposure with satellite holdings and outside-manager access when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices