Insights

Niche Market Focus ACT Wealth Management specializes in personalized, needs-based investment strategies within the financial advisory sector, presenting opportunities to collaborate with small firms that emphasize tailored client solutions and transparency.

Growth Potential With annual revenues ranging from 1 million to 10 million and a dedicated team of fewer than 10 employees, the firm shows growth potential suitable for targeted service offerings that support expansion and operational efficiency.

Active Asset Management Recent investment activities, such as a significant stake in Edwards Lifesciences, indicate an appetite for active portfolio management, suggesting they may value advanced financial tools, analytics, and asset monitoring solutions.

Technology Utilization Utilizing a modern tech stack including WordPress, Shopify, and HTTP/3, the firm demonstrates an openness to innovative digital solutions which can be leveraged for offering enhanced online services or digital engagement tools.

Industry Positioning Operating in a highly competitive market with peers like Charles Schwab and Fidelity, ACT Wealth Management’s emphasis on transparency and client-centric strategies presents opportunities to distinguish your offerings through value-added services and strategic partnerships.

Similar companies to ACT Wealth Management, LLC

ACT Wealth Management, LLC Tech Stack

ACT Wealth Management, LLC uses 8 technology products and services including WordPress, MySQL, oEmbed, and more. Explore ACT Wealth Management, LLC's tech stack below.

WordPress
Content Management System
MySQL
Database
oEmbed
Dev Tools
Shopify
E-commerce
Google Fonts API
Font Scripts
jQuery
Javascript Libraries
SiteGround
Platform As A Service
HTTP/3
Web & Portal Technology

Media & News

ACT Wealth Management, LLC invests into assets: stake in Edwards Lifesciences in the amount of $428K.
ACT Wealth Management LLC purchased a new stake in Edwards Lifesciences in the 4th quarter worth approximately $428,000.
Jul 29, 2022 | slatersentinel.com

ACT Wealth Management, LLC's Email Address Formats

ACT Wealth Management, LLC uses at least 2 format(s):

ACT Wealth Management, LLC Email Formats	Example	Percentage
FLast@actwm.com	JDoe@actwm.com	100%
FLast@actwealthmanagement.com	JDoe@actwealthmanagement.com	33%
First@actwealthmanagement.com	John@actwealthmanagement.com	23%
First.Last@actwealthmanagement.com	John.Doe@actwealthmanagement.com	11%
FLast@actwealthmanagement.com	JDoe@actwealthmanagement.com	33%

Frequently Asked Questions

Where is ACT Wealth Management, LLC's headquarters located?

ACT Wealth Management, LLC's main headquarters is located at 900 West Bethany Drive Allen, Texas 75013 United States. The company has employees across 1 continents, including North America.

What is ACT Wealth Management, LLC's phone number?

You can contact ACT Wealth Management, LLC's main corporate office by phone at

+1-214-618-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is ACT Wealth Management, LLC's official website and social media links?

ACT Wealth Management, LLC's official website is actwealthmanagement.com and has social profiles on LinkedIn.

What is ACT Wealth Management, LLC's SIC code NAICS code?

ACT Wealth Management, LLC's SIC code is 8741 - Management Services NAICS code is 52 - Finance and Insurance.

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

As of February 2026, ACT Wealth Management, LLC has approximately 5 employees across 1 continents, including North America. Key team members include Vice President - Wealth Advisor: K. A.Director Of Operations: C. S.Founding Principal: B. C.. Explore ACT Wealth Management, LLC's employee directory with LeadIQ.

What industry does ACT Wealth Management, LLC belong to?

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

What technology does ACT Wealth Management, LLC use?

ACT Wealth Management, LLC's tech stack includes WordPressMySQLoEmbedShopifyGoogle Fonts APIjQuerySiteGroundHTTP/3.

What is ACT Wealth Management, LLC's email format?

ACT Wealth Management, LLC's email format typically follows the pattern of FLast@actwm.com. Find more ACT Wealth Management, LLC email formats with LeadIQ.

When was ACT Wealth Management, LLC founded?

ACT Wealth Management, LLC was founded in 2010.

ACT Wealth Management, LLC

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

ACT Wealth Management, LLC has approximately 5 employees.

Q: What technology does ACT Wealth Management, LLC use?

ACT Wealth Management, LLC's tech stack includes Google Fonts API, Google Analytics, Shopify, jQuery Migrate, JSON-LD.

Financial ServicesTexas, United 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.