Act Wealth Management, Llc
ACT Wealth Management, LLC, is a Registered Investment Advisory firm, located in Allen, Texas, with one office in Raleigh, North Carolina. We believe that clients’ interests always come before our own. An essential element for building a long-term relationship is creating an investment strategy that is unique to your personal financial situation. Through strategic, opportunistic, and tactical asset management, we employ a needs-based investment approach created specifically to clients’ individual situations. We are a firm built on 100% open architecture, transparency, and unbiased investment research.
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Verified contacts
5
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LinkedIn employees
5
1 to 10 range
Open roles
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Distinct roles
3
indexed titles
Tech stack
2
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Monthly traffic
138
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- CS
Charolette Sandel
Director of Operations · Operations
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Brennan Cross
Founding Principal · General Business & Management
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Top roles at Act Wealth Management, Llc
3 distinct titles indexed · top 3 shown.
- 2founding principal
- 1director of operations
- 1vice president - wealth advisor
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