LP Profile

ACT Wealth Management

Also known as act wealth

Wealth ManagerAllen, United StatesFounded 2010
$569M
Assets Under Management
Allen
Headquarters
Investment Focus

About ACT Wealth Management

ACT Wealth Management is a wealth manager based in Allen, US. Founded in 2010.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to ACT Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$568.8M
Total Clients
616
Filing Date
February 17, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
Signal Feed

Recent Filings

Public filings matched to ACT Wealth Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

Explore

Explore similar limited partners

Browse more wealth managers and other institutional investors by location and type in the LPbacked limited-partner database.

FAQ

Frequently asked questions

What type of investor is ACT Wealth Management?

ACT Wealth Management is a wealth manager based in Allen, United States, managing approximately $569M in assets.

Where is ACT Wealth Management headquartered?

ACT Wealth Management is headquartered in Allen, United States.

How much does ACT Wealth Management manage?

ACT Wealth Management manages approximately $569M in assets under management.

When was ACT Wealth Management founded?

ACT Wealth Management was founded in 2010.

How can I contact ACT Wealth Management?

Verified contact details, key decision-makers, and investment preferences for ACT Wealth Management are available on LPbacked. Create a free account to access them.