Act Wealth Management, LLC

Act Wealth Management, LLC (CRD# 155131) is a financial advisory firm headquartered in Allen, TX. They manage $378,102,725 in 425 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    378
    MILLION
  • Total Number of Accounts
    425
    ACCOUNTS
  • Average Account Value
    $889,653
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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, NJ, NM, NV, PA, TX, VA

Financial Advisors at Act Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Kally J. Alkire
CRD#: 6726818
One Bethany East, 900 West Bethany Drive, Suite 150, Allen, TX 75013

Kally Alkire (CRD# 6726818) is an Investment Advisor Representative working at Act Wealth Management, LLC in Allen, TX and has over 5 years of experience in the finance industry.

2
Daniel E. Archer
CRD#: 2762084
One Bethany East, 900 West Bethany Drive, Suite 150, Allen, TX 75013

Daniel Archer (CRD# 2762084) is an Investment Advisor Representative working at Act Wealth Management, LLC in Allen, TX and has over 25 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.

3
Brennan G. Cross
CRD#: 2634716
One Bethany East, 900 West Bethany Drive, Suite 150, Allen, TX 75013

Brennan Cross (CRD# 2634716) is an Investment Advisor Representative working at Act Wealth Management, LLC in Allen, TX and has over 27 years of experience in the finance industry.

4
Raymon B. Tanner
CRD#: 2402004
One Bethany East, 900 West Bethany Drive, Suite 150, Allen, TX 75013

Raymon Tanner (CRD# 2402004) is an Investment Advisor Representative working at Act Wealth Management, LLC in Allen, TX and has over 28 years of experience in the finance industry.

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