Act Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Act Wealth Management serves individuals (including high‑net‑worth clients), business entities, trusts, estates and charitable organizations, providing discretionary investment management and, when requested, financial planning and consulting on a fee‑only basis. The firm manages approximately $569 million for about 264 clients through a five‑advisor team and generally requires a $500,000 account minimum that it may waive or reduce in certain cases.
The firm combines fundamental, technical, charting and cyclical analysis and implements long‑term, short‑term and trading strategies across individual equities, fixed income, mutual funds and ETFs. ACT Wealth provides ongoing portfolio monitoring and client reviews, and it may use inverse and enhanced (leveraged) mutual funds and ETFs for hedging or to seek enhanced exposure — strategies clients can expressly limit in writing.
Compared with many peer teams, ACT Wealth has a relatively large asset base per advisor and a small client roster, and it documents ERISA fiduciary compliance and adherence to impartial conduct standards for retirement accounts. The firm operates under a written code of ethics and personal‑trading policies, generally recommends a qualified custodian (and discloses receiving support services from that custodian), and does not accept commission‑based compensation.
Client services
Fee options
$0 - $250,000: 1.50% annually $250,001 - $999,999: 1.00% annually $1,000,000 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.80% annually $3,000,001 - $5,000,000: 0.60% annually $5,000,001 - $10,000,000: 0.40% annually $10,000,001+: 0.25% annually
Account minimum: $500,000 Fee-only: Negotiable annual fees between negotiable and 1.50% based on asset size
Main office
One Bethany East, 900 West Bethany Drive, Suite 150
Allen TX 75013
Advisors at this office
5
Most active in
Arizona · California · Colorado · Florida · Georgia · Illinois · Louisiana · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Pennsylvania · Texas · Virginia
Also doing business as
Act Wealth Management, LLC · Designs Of Bears, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Raymon T
Series 63, Series 65
Allen, TX
Act Wealth Management, LLC
Raymon Tanner Jr. is a financial advisor with Act Wealth Management, LLC in Allen, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Act Wealth Management since 2010, working as part of a five-advisor team. Act Wealth Management serves individuals, business entities, trusts, estates, and charitable organizations, offering discretionary investment management and financial planning on a fee-only basis. The firm employs a combination of fundamental, technical, charting, and cyclical analysis across various asset classes and generally manages a relatively large asset base per advisor with a small client roster.
Daniel A
CFP®, Series 63, Series 65
Allen, TX
Act Wealth Management, LLC
Daniel Archer Jr. is a CFP® professional with 24 years of industry experience. He has been with Act Wealth Management, LLC since 2010, working as part of a five-advisor team. Act Wealth Management serves individuals, business entities, trusts, estates, and charitable organizations, offering discretionary investment management and fee-only financial planning. The firm combines multiple analytical methods and uses a range of investment strategies across equities, fixed income, mutual funds, and ETFs, managing approximately $569 million for about 264 clients.
Brennan C
Series 63, Series 66
Allen, TX
Act Wealth Management, LLC
Brennan Cross is a financial advisor at Act Wealth Management, LLC with 23 years of industry experience. He has been with Act Wealth Management since 2010. Brennan holds Series 63 and Series 66 designations. Act Wealth Management serves individuals, including high-net-worth clients, as well as business entities, trusts, estates, and charitable organizations. The firm provides discretionary investment management and fee-only financial planning, using a combination of fundamental, technical, and cyclical analysis to implement a range of investment strategies across multiple asset classes.
Ethan S
Series 65
Allen, TX
Act Wealth Management, LLC
Ethan Seigler is a financial advisor with Act Wealth Management, LLC in Allen, TX, holding a Series 65 designation and one year of industry experience. Prior to joining Act Wealth Management, he worked in various roles including at Uber Eats and Agile Financial Systems. Act Wealth Management serves individuals, business entities, trusts, estates, and charitable organizations, offering discretionary investment management and financial planning on a fee-only basis. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to implement diverse investment strategies and manages approximately $569 million for about 264 clients through a five-advisor team.
Kally A
CFP®, Series 65
Allen, TX
Act Wealth Management, LLC
Kally Alkire is a CFP® and Series 65 credentialed advisor at Act Wealth Management, LLC with nine years of industry experience. She has been with Act Wealth Management since 2016 and previously worked at Ann Taylor Loft for five years. Act Wealth Management serves individuals, business entities, trusts, estates, and charitable organizations, providing discretionary investment management and financial planning on a fee-only basis. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to implement a range of investment strategies across various asset classes, managing approximately $569 million for about 264 clients through a five-advisor team.
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