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ACT Wealth Management

EST. AUM
$568,799,540

CONTACTS
3

CLIENT ACCOUNTS
616

Firm Details

Metro area Dallas
CRD Number 155131
Website actwealthmanagement.com
Client types

Overview

ACT Wealth Management, LLC, is a Registered Investment Advisory firm, located in Plano, Texas, with one office in Raleigh, North Carolina. The firm believes clients' interests always come before its own. An essential element for building a long-term relationship is creating an investment strategy that is unique to the client's personal financial situation. At ACT Wealth Management, LLC, the firm understands that all asset classes represent an important part in client portfolios. Through strategic, opportunistic, and tactical asset management, the firm employs a needs-based investment approach created specifically to clients' individual situations. The firm customizes client portfolios to fit what it deems best for that particular relationship. ACT Wealth Management, LLC is a firm built on 100% open architecture, transparency, and best of class/unbiased investment research.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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