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Building 2ACT WEALTH MANAGEMENT, LLC

Map pinALLEN, TX
Phone214-618-2022
NotebookSEC #801-71924
Total AUM
$568.8M
Employees
5
Clients
264

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE BETHANY EAST
900 WEST BETHANY DRIVE, SUITE 150
ALLEN
TX 75013
United States
Operating Hours
8:30 AM - 5 PM
Monday - Friday
Phone
214-618-2022
Other Offices
1

ReceiptFinancials

Total AUM
$568.8M
Accounts
616
Discretionary
$568.8M
Accounts
616
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
38
AUM
$12.6M
HNW Individual Clients
226
AUM
$556.2M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAILLANCNHNJNMNVNYPATXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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