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 registered investment adviser organized as an LLC. The firm is SEC-registered (registration year 2010) and is owned by an individual owner. Its client focus is individuals and families; the firm charges fees as a percentage of assets under management and emphasizes portfolio management for individuals and small businesses while also offering pension consulting services. ACT Wealth does not position itself as a capital allocator, does not identify as an active ESG investor, and is not a multi-state or newly formed 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
Kally Alkire
Vice President, Wealth AdvisorCRD 6726818
Raymon Tanner
Founding PrincipalCRD 2402004
Daniel Archer
Vice PresidentCRD 2762084
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 39Active vs passive
$385M in ETFs
89%
$342M
<1%
$43.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD EXTENDED MARKET INDEX FUND (VXF) | Vanguard | Passive | Mid Cap Blend | $47.4M | 204,800 | 12.31% |
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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