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| Keyboard |
| Act Wealth Management LLC
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|---|---|
| CRD # | 155131 |
| SEC # | 801-71924 |
| CIK # | 0001814191 |
| AUM | 568.8 M (2026-02-17) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 214-618-2022 |
| Address | One Bethany East Allen, TX 75013 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 14.3 | ||
| Apple Inc | 6.9 | ||
| Tesla Motors Inc | 2.2 | ||
| Microsoft Corp | 0.9 | ||
| Intel Corp | 0.9 | ||
| Visa Inc | 0.8 | ||
| Paypal Holdings Inc | 0.8 | ||
| Nvidia Corp | 0.7 | ||
| Chevron Corp | 0.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 38 | 12.6 |
| (b) Individuals (high net worth individuals) | 226 | 556.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 616 | 568.8 |
| By Discretionary | ||
| Discretionary | 616 | 568.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 616 | 568.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.8 | |
| United States Persons | 568.0 | |
| Total | 616 | 568.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001814191] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Aspiring Ventures LLC
✚
|
OH | 569.5 M |
|
Tallwoods Partners LLC
✚
|
IL | 569.4 M |
|
Potentia RIA LLC
✚
|
CA | 569.1 M |
|
Gilliland Jeter Wealth Management LLC
✚
|
AR | 569.1 M |
|
Freedom Investment Management Inc
✚
|
CT | 568.7 M |
|
BR Capital Advisors LLC
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|
FL | 568.4 M |
|
FCG Investment Company
✚
|
TN | 568.2 M |
|
Scissortail Wealth Management LLC
✚
|
OK | 568.2 M |
|
Seed Planning Group LLC
✚
|
NY | 568.0 M |
|
Liberty Square Wealth Partners LLC
✚
|
PA | 567.8 M |