ACT WEALTH MANAGEMENT, LLC

ACT WEALTH MANAGEMENT, LLC of ALLEN, TX is an SEC-registered investment adviser (CRD 155131). Regulatory assets under management: $568.8M.

Registration

Business model

Compensation: % of AUM.

Clients served: High net worth, Pensions.

Officers, owners & control persons (8)

NameRoleLocation
Daniel Etheridge ArcherMANAGING MEMBER
Raymon Bedford TannerMANAGING MEMBER
Brennan Gale CrossMANAGING MEMBER
Kally Jo AlkireVICE PRESIDENT AND CHIEF COMPLIANCE OFFICER
TANNER RAYMON BEDFORDMANAGING MEMBER/CHIEF COMPLIANCE OFFICER
ARCHER DANIEL ETHERIDGEMANAGING MEMBER
CROSS BRENNAN GALEMANAGING MEMBER
FUREY JOHN JMANAGING MEMBER AND CHIEF COMPLIANCE OFFICER

More on this firm