Act Wealth Management, LLC

Act Wealth Management, LLC (CRD# 155131) is a financial advisory firm headquartered in Plano, TX. They manage $184,910,863 in 302 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    185
    MILLION
  • Total Number of Accounts
    302
    ACCOUNTS
  • Average Account Value
    $612,288
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, LA, NC, NH, NV, TX, VA

Financial Advisors at Act Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Brennan G. Cross
CRD#: 2634716
7160 Dallas Parkway, Suite 230, Plano, TX 75024
93
Wealthminder
score

Brennan Cross (CRD# 2634716) is an Investment Advisor Representative working at Act Wealth Management, LLC in Plano, TX and has over 21 years of experience in the finance industry.

2
Raymon B. Tanner
CRD#: 2402004
7160 Dallas Parkway, Suite 230, Plano, TX 75024
93
Wealthminder
score

Raymon Tanner (CRD# 2402004) is an Investment Advisor Representative working at Act Wealth Management, LLC in Plano, TX and has over 22 years of experience in the finance industry.

3
Susan K. Monaghan
CRD#: 6559610
7160 Dallas Parkway, Suite 230, Plano, TX 75024
87
Wealthminder
score

Susan Monaghan (CRD# 6559610) is an Investment Advisor Representative working at Act Wealth Management, LLC in Plano, TX and has 1 year of experience in the finance industry.

4
Daniel E. Archer
CRD#: 2762084
7160 Dallas Parkway, Suite 230, Plano, TX 75024
86
Wealthminder
score

Daniel Archer (CRD# 2762084) is an Investment Advisor Representative working at Act Wealth Management, LLC in Plano, TX and has over 20 years of experience in the finance industry. Daniel Archer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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