Insights

Client-Centric Approach ACT Wealth Management emphasizes personalized investment strategies tailored to individual client needs, highlighting opportunities to offer customized financial planning and portfolio management services to similar boutique or advisory firms seeking to differentiate through client-focused solutions.

Growth Through Investment The firm’s recent stake acquisition in Edwards Lifesciences valued at nearly $428,000 suggests an active investment strategy that could be a gateway to upsell asset management services, investment platforms, or specialized research offerings for clients engaged in equity investments.

Technology Infrastructure Utilizing a tech stack that includes WordPress, Shopify, and Google Fonts API indicates a focus on digital presence and client engagement tools, creating potential sales opportunities in digital marketing, website optimization, or fintech integrations for enhanced client communication.

Moderate Revenue Scale With annual revenues between one to ten million dollars, ACT Wealth Management is positioned as a mid-sized advisory firm that may benefit from scalable solutions in compliance, back-office automation, and CRM systems to support growth and operational efficiency.

Industry Alignment Operating within the financial services industry alongside major players with extensive resources suggests opportunities to offer niche or value-added services such as advanced analytics, regulatory compliance solutions, or strategic partnerships tailored to boutique advisory firms.

Similar companies to ACT Wealth Management, LLC

ACT Wealth Management, LLC Tech Stack

ACT Wealth Management, LLC uses 8 technology products and services including WordPress, MySQL, oEmbed, and more. Explore ACT Wealth Management, LLC's tech stack below.

WordPress
Content Management System
MySQL
Database
oEmbed
Dev Tools
Network Solutions
Domain Name Services
Twemoji
Font Scripts
jQuery Migrate
Javascript Libraries
jQuery
Javascript Libraries
HTTP/3
Web & Portal Technology

Media & News

ACT Wealth Management, LLC invests into assets: stake in Edwards Lifesciences in the amount of $428K.
ACT Wealth Management LLC purchased a new stake in Edwards Lifesciences in the 4th quarter worth approximately $428,000.
Jul 29, 2022 | slatersentinel.com

ACT Wealth Management, LLC's Email Address Formats

ACT Wealth Management, LLC uses at least 2 format(s):

ACT Wealth Management, LLC Email Formats	Example	Percentage
FLast@actwealthmanagement.com	JDoe@actwealthmanagement.com	50%
First@actwealthmanagement.com	John@actwealthmanagement.com	33%
First.Last@actwealthmanagement.com	John.Doe@actwealthmanagement.com	17%
FLast@actwm.com	JDoe@actwm.com	100%

Frequently Asked Questions

Where is ACT Wealth Management, LLC's headquarters located?

ACT Wealth Management, LLC's main headquarters is located at 900 West Bethany Drive Allen, Texas 75013 United States. The company has employees across 1 continents, including North America.

What is ACT Wealth Management, LLC's phone number?

You can contact ACT Wealth Management, LLC's main corporate office by phone at

+1-214-618-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is ACT Wealth Management, LLC's official website and social media links?

ACT Wealth Management, LLC's official website is actwealthmanagement.com and has social profiles on LinkedIn.

What is ACT Wealth Management, LLC's NAICS code?

ACT Wealth Management, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does ACT Wealth Management, LLC have currently?

As of May 2026, ACT Wealth Management, LLC has approximately 5 employees across 1 continents, including North America. Key team members include Director Of Operations: C. S.Founding Principal: B. C.Members And Managers: R. T.. Explore ACT Wealth Management, LLC's employee directory with LeadIQ.

What industry does ACT Wealth Management, LLC belong to?

ACT Wealth Management, LLC operates in the Financial Services industry.

What technology does ACT Wealth Management, LLC use?

ACT Wealth Management, LLC's tech stack includes WordPressMySQLoEmbedNetwork SolutionsTwemojijQuery MigratejQueryHTTP/3.

What is ACT Wealth Management, LLC's email format?

ACT Wealth Management, LLC's email format typically follows the pattern of FLast@actwealthmanagement.com. Find more ACT Wealth Management, LLC email formats with LeadIQ.

When was ACT Wealth Management, LLC founded?

ACT Wealth Management, LLC was founded in 2010.

ACT Wealth Management, LLC

Q: How many employees does ACT Wealth Management, LLC have currently?

ACT Wealth Management, LLC has approximately 5 employees.

Q: What technology does ACT Wealth Management, LLC use?

ACT Wealth Management, LLC's tech stack includes Microsoft 365, SiteGround, Ionicons, Sucuri, RSS.

Q: What is ACT Wealth Management, LLC's NAICS code?

ACT Wealth Management, LLC's NAICS code is 52 (Finance and Insurance).

Financial ServicesTexas, United States2-10 Employees

ACT Wealth Management, LLC operates as a Registered Investment Advisory firm within the financial services industry, based in Allen, Texas, with an additional office in Raleigh, North Carolina. It develops investment strategies tailored to each client's personal financial situation, employing strategic, opportunistic, and tactical asset management within a needs-based framework, and it emphasizes open architecture, transparency, and unbiased research.

The firm emphasizes that clients' interests come before its own and focuses on building long-term relationships through personalized planning aligned with individual goals. As a small advisory practice, ACT Wealth Management positions itself among providers of independent, needs-based asset management within the financial services landscape.