| Name | Title | Ownership | Since |
|---|---|---|---|
| Brennan Gale Cross Control | Managing Member | 25-50% | 2010 |
| Daniel Etheridge Archer Control | Managing Member | 25-50% | 2010 |
| Kally Jo Alkire Control | Vice President And Chief Compliance Officer | 5-10% | 2025 |
Act Wealth Management, LLC reports $460.9 million in regulatory assets under management on its Form ADV.
Act Wealth Management, LLC reports 5 employees.
Act Wealth Management, LLC is based in Allen, TX and has been SEC-registered since 2010.
Act Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | One Bethany East, 900 West Bethany Drive, Suite 150, Allen, TX 75013 |
| Phone | 214-618-2022 |
| Fax | 214-919-4896 |
| Office hours | 8:30 a.m. - 5 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1814191 |
| Discloses disciplinary history | No |
| Discretionary | $460M |
| Non-discretionary | $901K |
| Total (RAUM) | $460.9M |