Act Wealth Management, LLC
● SEC registered since 2010CRD 155131SEC# 801-71924Allen, TX
Reg. AUM
$568.8M
Employees
5
Accounts
616
Location
Allen, TX
Act Wealth Management, LLC assets under management
Act Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Allen, TX. The firm has been registered since 2010. It reports $568.8 million in regulatory assets under management and employs 5 people.
Act Wealth Management, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brennan Gale Cross Control | Managing Member | 25-50% | 2010 |
| Daniel Etheridge Archer Control | Managing Member | 25-50% | 2010 |
| Kally Jo Alkire Control | Vice President And Chief Compliance Officer | 5-10% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Act Wealth Management, LLC manage?
Act Wealth Management, LLC reports $568.8 million in regulatory assets under management on its Form ADV.
How many employees does Act Wealth Management, LLC have?
Act Wealth Management, LLC reports 5 employees.
Where is Act Wealth Management, LLC located?
Act Wealth Management, LLC is based in Allen, TX and has been SEC-registered since 2010.
Does Act Wealth Management, LLC disclose fund performance?
Act Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | One Bethany East, 900 West Bethany Drive, Suite 150, Allen, TX 75013 |
| Phone | 214-618-2022 |
| Fax | 214-919-4896 |
| Office hours | 8:30 a.m. - 5 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1814191 |
| Discloses disciplinary history | No |
Regulatory AUM
$568.8M▲ 23%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 45%
Larger than 55% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$568.8Mregulatory AUM
Discretionary $568.8M