Act Wealth Management, LLC

Act Wealth Management, LLC (CRD# 155131) is a financial advisory firm headquartered in Allen, TX. They manage $394,882,590 in 487 accounts and serve the financial needs of clients across 14 states (or territories).

Current Firm Details
One Bethany East, 900 West Bethany Drive, Suite 150, Allen, TX 75013
https://www.actwealthmanagement.com
By the Numbers
  • Total Assets Under Management
    395
    MILLION
  • Total Number of Accounts
    487
    ACCOUNTS
  • Average Account Value
    $810,847
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, IL, LA, NC, NH, NJ, NM, NV, PA, TX, VA

Financial Advisors at Act Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Kally Alkire, financial advisor Allen TX
Kally J. Alkire
CRD#: 6726818
One Bethany East, 900 West Bethany Drive, Suite 150, Allen, TX 75013

Kally Alkire (CRD# 6726818) is an Investment Advisor Representative working at Act Wealth Management, LLC in Allen, TX and has over 7 years of experience in the finance industry.

2
Daniel Archer, financial advisor Allen TX
Daniel E. Archer
CRD#: 2762084
One Bethany East, 900 West Bethany Drive, Suite 150, Allen, TX 75013

Daniel Archer (CRD# 2762084) is an Investment Advisor Representative working at Act Wealth Management, LLC in Allen, TX and has over 27 years of experience in the finance industry.

3
Brennan Cross, financial advisor Allen TX
Brennan G. Cross
CRD#: 2634716
One Bethany East, 900 West Bethany Drive, Suite 150, Allen, TX 75013

Brennan Cross (CRD# 2634716) is an Investment Advisor Representative working at Act Wealth Management, LLC in Allen, TX and has over 28 years of experience in the finance industry.

4
Raymon Tanner, financial advisor Allen TX
Raymon B. Tanner
CRD#: 2402004
One Bethany East, 900 West Bethany Drive, Suite 150, Allen, TX 75013

Raymon Tanner (CRD# 2402004) is an Investment Advisor Representative working at Act Wealth Management, LLC in Allen, TX and has over 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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