Fee-only adviser · Allen, TX
Act Wealth Management, LLC
Act Wealth Management, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Allen, Texas. On its latest Form ADV, filed February 17, 2026, it reports $569M in regulatory assets under management, 264 individual clients and 5 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 155131 · SEC file 801-71924 |
| Office | One Bethany East 900 West Bethany Drive, Suite 150 Allen, TX 75013 |
| Phone | (214) 618-2022 |
| Website | www.actwealthmanagement.com |
| Regulatory assets under management | $569M |
| Individual clients | 38 non-high-net-worth, 226 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management, Pension consulting |
| Employees | 5 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 17, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Allen
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See all 5 fee-only advisers in Allen →
Nearby
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- Plano 36 firms
- Frisco 13 firms
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- Prosper 2 firms
- Carrollton 3 firms
- The Colony 1 firm
- Addison 4 firms
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