Act Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Allen, TX. Its latest Form ADV filing, dated February 17, 2026, reports $569M in regulatory assets under management, 5 employees, 1 office, and 616 accounts.
Assets Under Management
$569M
Employees
5
Offices
1 office
Total Clients
264
Primary office
ALLEN, TX
ONE BETHANY EAST, 900 WEST BETHANY DRIVE, SUITE 150, ALLEN, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 85.6% of total clients.
Top client categories% of clientsClients
1
HNWI
85.6%
226
2
Individuals
14.4%
38
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$569Mas of February 17, 2026
Discretionary100.0%
$569M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$569M
Total Accounts616
10Y AUM Change+$387M (+213.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee53:1
10Y Employee Change+1 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.