ACT WEALTH MANAGEMENT, LLC
CRD #155131 SEC #801-71924 ALLEN, TX 214-618-2022
SEC Registered
Total AUM
$460.9M
Discretionary
$460M
Employees
5
Clients
--
Accounts
564
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $460.9M | $460M | $901.5K | 5 | 0 |
| Feb 2024 | $394.9M | $394.9M | $0 | 4 | 0 |
| Jan 2024 | $332.4M | $332.4M | $0 | 4 | 0 |
| Feb 2023 | $332.4M | $332.4M | $0 | 4 | 0 |
| Mar 2022 | $378.1M | $378.1M | $0 | 7 | 0 |
| Jun 2021 | $339.2M | $339.2M | $0 | 6 | 0 |
| Mar 2021 | $339.2M | $339.2M | $0 | 6 | 0 |
| Mar 2021 | $339.2M | $339.2M | $0 | 6 | 0 |
| Jun 2020 | $289M | $289M | $0 | 7 | 0 |
| Jun 2020 | $289M | $289M | $0 | 7 | 0 |
| Mar 2020 | $289M | $289M | $0 | 7 | 0 |
| Jun 2019 | $220.2M | $220.2M | $0 | 6 | 0 |
| Feb 2019 | $220.2M | $220.2M | $0 | 6 | 0 |
| Feb 2018 | $224.2M | $224.2M | $0 | 4 | 0 |
| Feb 2017 | $181.5M | $181.5M | $0 | 4 | 200 |
| Sep 2016 | $184.9M | $184.9M | $0 | 3 | 200 |
| Feb 2016 | $184.9M | $184.9M | $0 | 3 | 200 |
| Oct 2015 | $200.3M | $200.3M | $0 | 4 | 200 |
| Jan 2015 | $200.3M | $200.3M | $0 | 4 | 200 |
| Mar 2014 | $189.7M | $189.7M | $0 | 4 | 100 |
| Mar 2014 | $189.7M | $189.7M | $0 | 4 | 100 |
| Oct 2013 | $160.2M | $160.2M | $0 | 4 | 100 |
| Feb 2013 | $160.2M | $160.2M | $0 | 4 | 100 |
| Oct 2012 | $139.4M | $139.4M | $0 | 1 | 102 |
| Feb 2012 | $139.4M | $139.4M | $0 | 1 | 102 |
| Nov 2011 | $125.2M | $125.2M | $0 | 1 | 26 |
| Jun 2011 | $125.2M | $125.2M | $0 | 5 | -- |
| Mar 2011 | $125.2M | $125.2M | $0 | 5 | -- |
| Feb 2011 | $125.2M | $125.2M | $0 | 5 | -- |
| Dec 2010 | $0 | $0 | $0 | 5 | -- |
| Oct 2010 | $0 | $0 | $0 | 5 | -- |
DateFeb 2025
Total AUM$460.9M
Discretionary$460M
Non-Disc.$901.5K
Employees5
Clients0
DateFeb 2024
Total AUM$394.9M
Discretionary$394.9M
Non-Disc.$0
Employees4
Clients0
DateJan 2024
Total AUM$332.4M
Discretionary$332.4M
Non-Disc.$0
Employees4
Clients0
DateFeb 2023
Total AUM$332.4M
Discretionary$332.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$378.1M
Discretionary$378.1M
Non-Disc.$0
Employees7
Clients0
DateJun 2021
Total AUM$339.2M
Discretionary$339.2M
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$339.2M
Discretionary$339.2M
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$339.2M
Discretionary$339.2M
Non-Disc.$0
Employees6
Clients0
DateJun 2020
Total AUM$289M
Discretionary$289M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$289M
Discretionary$289M
Non-Disc.$0
Employees7
Clients0
DateMar 2020
Total AUM$289M
Discretionary$289M
Non-Disc.$0
Employees7
Clients0
DateJun 2019
Total AUM$220.2M
Discretionary$220.2M
Non-Disc.$0
Employees6
Clients0
DateFeb 2019
Total AUM$220.2M
Discretionary$220.2M
Non-Disc.$0
Employees6
Clients0
DateFeb 2018
Total AUM$224.2M
Discretionary$224.2M
Non-Disc.$0
Employees4
Clients0
DateFeb 2017
Total AUM$181.5M
Discretionary$181.5M
Non-Disc.$0
Employees4
Clients200
DateSep 2016
Total AUM$184.9M
Discretionary$184.9M
Non-Disc.$0
Employees3
Clients200
DateFeb 2016
Total AUM$184.9M
Discretionary$184.9M
Non-Disc.$0
Employees3
Clients200
DateOct 2015
Total AUM$200.3M
Discretionary$200.3M
Non-Disc.$0
Employees4
Clients200
DateJan 2015
Total AUM$200.3M
Discretionary$200.3M
Non-Disc.$0
Employees4
Clients200
DateMar 2014
Total AUM$189.7M
Discretionary$189.7M
Non-Disc.$0
Employees4
Clients100
DateMar 2014
Total AUM$189.7M
Discretionary$189.7M
Non-Disc.$0
Employees4
Clients100
DateOct 2013
Total AUM$160.2M
Discretionary$160.2M
Non-Disc.$0
Employees4
Clients100
DateFeb 2013
Total AUM$160.2M
Discretionary$160.2M
Non-Disc.$0
Employees4
Clients100
DateOct 2012
Total AUM$139.4M
Discretionary$139.4M
Non-Disc.$0
Employees1
Clients102
DateFeb 2012
Total AUM$139.4M
Discretionary$139.4M
Non-Disc.$0
Employees1
Clients102
DateNov 2011
Total AUM$125.2M
Discretionary$125.2M
Non-Disc.$0
Employees1
Clients26
DateJun 2011
Total AUM$125.2M
Discretionary$125.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$125.2M
Discretionary$125.2M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$125.2M
Discretionary$125.2M
Non-Disc.$0
Employees5
Clients--
DateDec 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--