ACT Wealth Management, LLC
Firm details
- Headquarters
- Allen, Texas
- CRD number
- 155131
- Registered since
- October 22, 2010
- Website
- www.actwealthmanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI97.79%
- Individuals2.21%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
ACT Wealth Management, LLC is an independent, SEC-registered registered investment adviser organized as an LLC and operating since 2010. The firm is owned by an individual and focuses on fee-based portfolio management for individuals and families; its fee schedule is expressed as a percentage of assets under management. ACT Wealth reports advisory activities that include portfolio management for individuals and small businesses and, on its ADV, lists pension consulting services — although it is not separately designated as a pension consultant. The firm does not self-identify as an active ESG investor and is not presented as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities55%
- Public Funds/Mutual Funds41%
- Cash & Cash Equivalents4%
Contacts
3 of 5
Raymon Tanner
Founding PrincipalCRD 2402004
Ethan Seigler
Wealth AssociateCRD 7870791
Kally Alkire
Vice President, Wealth AdvisorCRD 6726818
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 40Active vs passive
$383M in ETFs
88%
$339M
<1%
$44.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD EXTENDED MARKET INDEX FUND (VXF) | Vanguard | Passive | Mid Cap Blend | $52.4M | 212,634 | 13.66% |
Location
Allen, TX
Collin
Location
Allen, TX
Headquartered in Allen, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Collin
- Address
- 1 Bethany E Bethany Dr
- Time zone
- CT (UTC-6)
- Office locations
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