ACT WEALTH MANAGEMENT, LLC

ALLEN, Texas·3 registered advisors·CRD# 155131
SEC# 801-719241214-618-2022
01

Firm Overview

AUM
$395M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
03

Specialties

Investment ManagementFee-Only Advisory
04

Advisors at ACT WEALTH MANAGEMENT, LLC

3 registered advisors
Brennan Gale Cross
ALLEN, Texas
Daniel Etheridge Archer
ALLEN, Texas
Raymon Bedford Tanner
ALLEN, Texas
05

Office Locations

ALLEN, Texas
3 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. ACT WEALTH MANAGEMENT, LLC (CRD# 155131) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.