Act Wealth Management, LLC
Act Wealth Management, LLC is an SEC-registered wealth manager in Allen, TX with $568.8M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Act Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 155131, SEC 801-71924, data through 2026-02-17.
- AUM (assets under management / regulatory AUM)
- $568.8M (2026-02-17)
- Firm type
- Wealth Manager
- Location
- Allen, TX
- Employees
- 5
- Clients
- 264
- CRD
- 155131
- Ownership
- ARCHER, DANIEL, ETHERIDGE; TANNER, RAYMON, BEDFORD; CROSS, BRENNAN, GALE; ALKIRE, KALLY, JO; FUREY, JOHN, J.
How much AUM does Act Wealth Management, LLC have?
Act Wealth Management, LLC reported $568.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-17).
Who owns Act Wealth Management, LLC?
Disclosed owners and executives of Act Wealth Management, LLC include ARCHER, DANIEL, ETHERIDGE, TANNER, RAYMON, BEDFORD, CROSS, BRENNAN, GALE, ALKIRE, KALLY, JO, FUREY, JOHN, J.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.