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ACT WEALTH MANAGEMENT, LLC

Tel: 214-618-2022
One Bethany East
900 West Bethany Drive, Suite 150
Allen, Texas  75013

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ACT WEALTH MANAGEMENT, LLC

ACT WEALTH MANAGEMENT, LLC is a Allen, Texas based financial advisory firm with nearly $460,885,050 in assets under management and provides investment advisory services for 564 clients. There are currently 5 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses , Pesnsion consulting services

Fee Structure:

A percentage of AUM

Firm CRD#:

155131

SEC#:

801-71924

No. of Clients:

564

Assets under Management

$460,885,050

No. of Advisors:

5

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