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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