# ACT WEALTH MANAGEMENT, LLC

ACT WEALTH MANAGEMENT, LLC of ALLEN, TX is an SEC-registered investment adviser.

## Registration

- CRD: 155131
- Type: SEC-registered investment adviser
- SEC file number: 801-71924
- Location: ONE BETHANY EAST, 900 WEST BETHANY DRIVE, SUITE 150, ALLEN, TX, 75013
- Phone: 214-618-2022
- Latest filing: 2026-02-17
- Regulatory AUM: $568.8M
- Discretionary AUM: $568.8M
- Clients: 5
- Accounts: 616

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pensions

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Daniel Etheridge Archer | MANAGING MEMBER | — |
| Raymon Bedford Tanner | MANAGING MEMBER | — |
| Brennan Gale Cross | MANAGING MEMBER | — |
| Kally Jo Alkire | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| TANNER RAYMON BEDFORD | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| ARCHER DANIEL ETHERIDGE | MANAGING MEMBER | — |
| CROSS BRENNAN GALE | MANAGING MEMBER | — |
| FUREY JOHN J | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/155131/brochure
- Similar advisers: https://search.stillhousedata.com/firm/155131/similar
- Related entities: https://search.stillhousedata.com/firm/155131/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/155131

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.