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ACT Wealth Management, LLC Employee Directory

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.

Find ACT Wealth Management, LLC employees' phone numbers or email addresses

ACT Wealth Management, LLC Global Highlights

Location
Employees

North America
11

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  • United States Of America
    11

ACT Wealth Management, LLC's Leadership

  • Stylized image of a person
    C. S.
    Director Of Operations
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. C.
    Founding Principal
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. T.
    Members And Managers
    Phone icon
    Mobile Phone

ACT Wealth Management, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from ACT Wealth Management, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. S.
    Director Of Operations
    Phone icon
    Mobile Phone
    Jun 24, 2026
  • Stylized image of a person
    B. C.
    Founding Principal
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    Jun 08, 2026
  • Stylized image of a person
    R. T.
    Members And Managers
    Phone icon
    Mobile Phone
    Apr 07, 2025

Frequently Asked Questions

What is ACT Wealth Management, LLC known for?

Minus sign iconPlus sign iconACT Wealth Management, LLC was founded in 2010 operates in the Financial Services industry. The company's main headquarters is located in 900 West Bethany Drive Allen, Texas 75013 United States; you can contact the main corporate office by phone at
+1-214-618-****
. Explore ACT Wealth Management, LLC's company overview page for more information.

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

Minus sign iconPlus sign iconACT Wealth Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more ACT Wealth Management, LLC email formats with LeadIQ.

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

Minus sign iconPlus sign iconACT Wealth Management, LLC has approximately 5 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are ACT Wealth Management, LLC's key employees and leadership?

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As of May 2026, ACT Wealth Management, LLC's key employees include:

  • Director Of Operations: C. S.
  • Founding Principal: B. C.
  • Members And Managers: R. T.

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