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ACT WEALTH MANAGEMENT, LLC

ALLEN, TX · CRD 155131 · IAPD ↗ · 214-618-2022

$568.8MRegulatory AUM
5Advisory reps
5Employees
0Clients
n/aPlanning clients
0Private funds
16States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
March 2026 — ACT WEALTH MANAGEMENT, LLC notice-filed in GA, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
March 2026 — ACT WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($460.9M -> $568.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
February 2024 — ACT WEALTH MANAGEMENT, LLC notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.