ACT WEALTH MANAGEMENT, LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Texas, United States

Employees

Total Number of Employees	4
Investment Advisory/Research	4
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	4
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	1

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	487	$394.9M
Non-Discretionary	0	$0
Total	487	$394.9M

Clients

Type	Number	RAUM
Individuals	47	$17.8M
HNW Individuals	181	$377.1M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0

Services

Advisory Services	Portfolio management for individuals and/or small businessesPension consulting services
Compensation	% of AUM

Identifiers

SEC RIA File Number	801-71924
SEC ERA File Number	801-71924
SEC CIK Numbers	1814191
SEC CRD Numbers	155131
Legal Entity Identifier	None

Principal Office

ONE BETHANY EAST
900 WEST BETHANY DRIVE, SUITE 150
ALLEN
TX
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic