Act Wealth Management, LLC

ACT Wealth Management, LLC is a registered investment adviser firm established in September 2010 in Texas. The firm offers investment advisory services to individuals, business entities, trusts, estates, and charitable organizations. Clients can engage ACT Wealth for discretionary and/or non-discretionary investment advisory services on a fee-only basis. The annual investment advisory fee is negotiable and generally based on a percentage of assets under management, ranging from 0.25% to 1.50%. ACT Wealth may also provide financial planning and consulting services upon client request. The firm primarily allocates client assets among individual equity and fixed income securities, mutual funds, and exchange-traded funds based on client objectives. ACT Wealth does not participate in wrap fee programs and had over $459 million in assets under management as of December 31, 2024. The firm acts as an ERISA fiduciary and adheres to the Impartial Conduct Standards. Clients must have a minimum asset level of $500,000 for investment advisory services, although this requirement may be waived under certain circumstances. ACT Wealth does not accept performance-based fees and does not vote client proxies. Clients are encouraged to review financial planning issues annually and are provided with regular account statements. For any questions, clients can contact Kally Alkire, Chief Compliance Officer.