Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$568,799,540
Clients
264
86% high-net worth
Advisors
5
of 5 employees
Firm type
Team
4-10 advisors or $500M+ in AUM
Clients per advisor
53
TypicalAverage account size
$2,154,544
Act Wealth Management serves individuals (including high‑net‑worth clients), business entities, trusts, estates and charitable organizations, providing discretionary investment management and, when requested, financial planning and consulting on a fee‑only basis. The firm manages approximately $569 million for about 264 clients through a five‑advisor team and generally requires a $500,000 account minimum that it may waive or reduce in certain cases.
The firm combines fundamental, technical, charting and cyclical analysis and implements long‑term, short‑term and trading strategies across individual equities, fixed income, mutual funds and ETFs. ACT Wealth provides ongoing portfolio monitoring and client reviews, and it may use inverse and enhanced (leveraged) mutual funds and ETFs for hedging or to seek enhanced exposure — strategies clients can expressly limit in writing.
Compared with many peer teams, ACT Wealth has a relatively large asset base per advisor and a small client roster, and it documents ERISA fiduciary compliance and adherence to impartial conduct standards for retirement accounts. The firm operates under a written code of ethics and personal‑trading policies, generally recommends a qualified custodian (and discloses receiving support services from that custodian), and does not accept commission‑based compensation.
$0 - $250,000: 1.50% annually $250,001 - $999,999: 1.00% annually $1,000,000 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.80% annually $3,000,001 - $5,000,000: 0.60% annually $5,000,001 - $10,000,000: 0.40% annually $10,000,001+: 0.25% annually
Account minimum: $500,000 Fee-only: Negotiable annual fees between negotiable and 1.50% based on asset size
Act Wealth Management, LLC
One Bethany East, 900 West Bethany Drive, Suite 150
Allen TX 75013, United States
Number of offices
2
Arizona · California · Colorado · Florida · Georgia · Illinois · Louisiana · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Pennsylvania · Texas · Virginia
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Allen, TX
Act Wealth Management, LLC
CFP®, Series 63, Series 65
Allen, TX
Act Wealth Management, LLC
Series 63, Series 66
Allen, TX
Act Wealth Management, LLC
Series 65
Allen, TX
Act Wealth Management, LLC
CFP®, Series 65
Allen, TX
Act Wealth Management, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")