ACT Wealth Management

ACT Wealth Management operates as a registered investment advisor serving external clients, not a single-family office. Its ADV filings confirm it provides portfolio management and financial planning to individuals, high-net-worth families, and institutional accounts on a fee-only fiduciary basis.

The firm constructs portfolios using publicly traded equities, fixed-income securities, and cash equivalents, as disclosed in its regulatory filings. There is no public evidence of direct private equity, venture capital, or real asset programs. Asset allocation is determined through in-house tactical and strategic decisions and executed via third-party custodial platforms.

No. As an independent RIA, the firm does not manufacture or distribute proprietary products. Revenue is generated solely through advisory fees rather than commissions or product markups, a structural separation common among fiduciary-only firms.

The firm charges asset-based fees, hourly planning fees, and fixed project fees as disclosed in its Form ADV Part 2A. This fee-only structure eliminates commission-based conflicts, aligning the firm's revenue with portfolio performance and client retention rather than product sales.

The firm's sole office is in Allen, Texas, per its SEC registration. No additional offices are publicly recorded. Its client base appears concentrated in the Dallas-Fort Worth metroplex and surrounding regions.

Ownership and principal names are not publicly itemized in accessible filings. The firm does not appear to maintain a public-facing website with team bios or ownership disclosures. Further information would require direct inquiry or a review of its full ADV filing.

There is no public record of the firm engaging in private market co-investments, direct deals, or fund commitments. Its documented activity is limited to public-market portfolio management and traditional financial planning services.