Insights

Niche Advisory Act Wealth Management is a small, independent RIA with a needs-based, open-architecture model and transparent research. This suggests a sales opportunity around tailored investment solutions, white-label or outsource-portfolio construction collaborations, and services that emphasize fiduciary alignment for high-trust client acquisition.

Midmarket Growth With revenue in the 1–10 million range and a lean team, there is potential to upsell scalable technologies, back-office support, and managed services that improve efficiency, compliance, and reporting as the firm seeks to scale its asset base and client roster.

Asset Exposure Recent stake purchases, including Edwards Lifesciences, indicate an interest in healthcare and proactive investment positioning. This opens a sales angle for targeted wealth solutions, research subscriptions, and sector-focused portfolio mandates aligned with client interests.

Tech Stack Fit Current tech stack includes WordPress, MySQL, and HTTP/3, signaling openness to efficiency tools, CRM integrations, portfolio analytics, and security enhancements. Prospects exist for integrated marketing, client onboarding automation, and secure data workflows.

Geographic Expansion Headquartered in Texas with a Raleigh office, the firm shows regional expansion activity. This presents opportunities for regionalized marketing services, compliance and licensing support for multi-state operations, and localized client acquisition programs.

Similar companies to ACT Wealth Management, LLC

ACT Wealth Management, LLC Tech Stack

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

RSS
Content Management System
MySQL
Database
oEmbed
Dev Tools
Network Solutions
Domain Name Services
Twemoji
Font Scripts
jQuery Migrate
Javascript Libraries
Really Simple Discovery
Miscellaneous
X-Content-Type-Options
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

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.

How much revenue does ACT Wealth Management, LLC generate?

As of July 2026, ACT Wealth Management, LLC's annual revenue is estimated to be $1M - $10M.

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 July 2026, ACT Wealth Management, LLC has approximately 5 employees across 1 continents, including North America. Key team members include Director Of Operations: C. S.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 RSSMySQLoEmbedNetwork SolutionsTwemojijQuery MigrateReally Simple DiscoveryX-Content-Type-Options.

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 Really Simple Discovery, jQuery, Sitelinks Search Box, Twemoji, Ionicons.

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.