ACT Wealth Management, LLC Employee Directory

Q: What is ACT Wealth Management, LLC known for?

ACT Wealth Management, LLC was founded in 2010. ACT Wealth Management, LLC operates in the Financial Services industry.

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

ACT Wealth Management, LLC has approximately 5 employees.

Financial ServicesUnited States2-10 Employees

ACT Wealth Management, LLC, is a Registered Investment Advisory firm, located in Allen, Texas, with one office in Raleigh, North Carolina.

We believe that clients’ interests always come before our own. An essential element for building a long-term relationship is creating an investment strategy that is unique to your personal financial situation. Through strategic, opportunistic, and tactical asset management, we employ a needs-based investment approach created specifically to clients’ individual situations. We are a firm built on 100% open architecture, transparency, and unbiased investment research.

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

ACT Wealth Management, LLC Global Highlights

North America
11

United States Of America
11

ACT Wealth Management, LLC's Leadership

K. A.
Vice President - Wealth Advisor
Mobile Phone
Email
C. S.
Director Of Operations
Mobile Phone
Email
B. C.
Founding Principal
Mobile Phone
Email
D. A.
Founding Principal
Mobile Phone
Email
R. B. T.
Founding Principal
Mobile Phone
Email
R. T.
Founding Principal
Mobile Phone
Email
K. G.
Client Services
Mobile Phone
Email
R. T.
Members And Managers
Mobile Phone
Email

Contact profiles from ACT Wealth Management, LLC

Name

Title

Contact Info

Location

Last Update

K. A.
Vice President - Wealth Advisor
Mobile Phone
Email
United StatesTexas
Sep 12, 2025
C. S.
Director Of Operations
Mobile Phone
Email
Oct 25, 2025
B. C.
Founding Principal
Mobile Phone
Email
United StatesNorth Carolina
Oct 06, 2025
D. A.
Founding Principal
Mobile Phone
Email
United StatesTexas
Oct 06, 2025
R. B. T.
Founding Principal
Mobile Phone
Email
United StatesTexas
Oct 23, 2024
R. T.
Founding Principal
Mobile Phone
Email
United StatesTexas
Sep 12, 2025
K. G.
Client Services
Mobile Phone
Email
United StatesTexas
Oct 18, 2024
R. T.
Members And Managers
Mobile Phone
Email
Oct 06, 2025

Frequently Asked Questions

What is ACT Wealth Management, LLC known for?

ACT Wealth Management, LLC was founded in 2010 operates in the Financial Services industry. The company's main headquarters is located in 900 W Bethany Dr, Allen, Texas 75013, US; 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?

ACT 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?

ACT Wealth Management, LLC has approximately 5 employees as of October 2025. These team members are located across 1 continents, including North America.

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

As of October 2025, ACT Wealth Management, LLC's key employees include:

Vice President - Wealth Advisor: K. A.
Director Of Operations: C. S.
Founding Principal: B. C.
Founding Principal: D. A.
Founding Principal: R. B. T.

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