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Home > Retirement Planners > texas > allen > ACT WEALTH MANAGEMENT, LLC
ACT WEALTH MANAGEMENT, LLC
One Bethany East
900 West Bethany Drive, Suite 150
Allen, Texas 75013
Tel: 214-618-2022
About ACT WEALTH MANAGEMENT, LLC
ACT WEALTH MANAGEMENT, LLC, formally registered with the SEC as ACT WEALTH MANAGEMENT, LLC. The firm was established in 10/22/2010. They have over 2 offices throughout the country.
ACT WEALTH MANAGEMENT, LLC is a Allen, Texas based Financial Planning firm with nearly $460,885,050 assets under management, offering retirement planning & investment advisory services to 564 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 155131 |
| SEC# | 801-71924 |
| Assets Managed by Firm | $460,885,050 |
| No. of Clients | 564 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 564 | $460,885,050 |
| Individuals (other than high net worth individuals) | 48 | $18,328,225 |
| High net worth individuals | 199 | $442,556,825 |
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