ACT WEALTH MANAGEMENT, LLC (CRD# 155131) is an SEC-Registered Investment Advisor (RIA), headquartered in Plano, TX. The SEC approved the firm to operate as an RIA in Oct 2010. In Feb 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $224.2 Million, and has discretion over 100% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .  
ACT WEALTH MANAGEMENT, LLC also reported in Feb 2018:
  • 4 employees, all of whom perform advisory functions.
  • A total of 2 office locations.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
ACT WEALTH MANAGEMENT, LLC has no disclosure events reported to the SEC at this time.

View ACT WEALTH MANAGEMENT, LLC's most recent Form ADV filing

ACT WEALTH MANAGEMENT, LLC has Notice Filings with the following State Securities Authorities: AZ-Oct 2015, CA-Mar 2011, CO-Nov 2011, FL-Oct 2013, LA-Mar 2011 , NC-Oct 2010, NH-Mar 2011, NV-Oct 2013, TX-Oct 2010, VA-Oct 2013

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