# ACT Wealth Management

ACT Wealth Management is a Bank / Wealth / Trust based in Allen, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Allen, United States
- **Region:** North America
- **Address:** Allen, TX, United States
- **Founded:** 2010
- **Assets under management:** Undisclosed
- **Website:** actwealthmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/act-wealth-management-llc

## Regulatory record

- **CRD number:** 155131
- **SEC file number:** 801-71924
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/155131

## About

ACT Wealth Management is an SEC-registered investment adviser in ALLEN, TX, registered since 2010. The firm manages approximately $569 million in regulatory assets. It has 5 employees and 5 investment advisers.

## Questions

### What is ACT Wealth Management's investment approach?

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.

### Does ACT Wealth Management offer proprietary investment products?

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.

### How is ACT Wealth Management compensated?

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.

### Does ACT Wealth Management participate in private market deals or co-investments?

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.

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Last updated: 2026-06-03T20:00:00.000Z

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