About ACT Wealth Management
ACT Wealth Management is a Financial Services company based in Allen (United States) founded in 2010, and was acquired by Beacon Pointe in November 2026. It delivers financial planning, investment strategies, and wealth management for affluent clients nationwide. It operates on a B2C and Fee-based Advisory model. ACT Wealth Management offers products and services including Financial Planning, Investment Strategies, and Wealth Management. Its focus areas include FinTech, Investment Tech, Wealth Management and Financial Advisory. Its legal entity is ACT Wealth Management, LLC. Its competitors include Fidelity Investments, Morgan Stanley and Guggenheim Partners; 2 of its 3 listed competitors have raised funding.
Company details
ACT Wealth Management, LLC, offers comprehensive financial planning and investment advisory services, focusing on personalized strategies based on client needs and risk tolerance. They emphasize transparency, fiduciary standards, and unbiased portfolio construction through processes like fact-finding and monitoring. Operating from offices in Allen, TX, and Raleigh, NC, they serve affluent individuals and families across the US, including specialized services for airline crew members.
- Headquarters Allen, United States
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website actwealthmanagement.com
- Social LinkedIn
- Acquired by Beacon Pointe (Nov 2026)
- Legal Name Act Wealth Management, Llc
- Investors
- Acquired by
Products & Services of ACT Wealth Management
ACT Wealth Management offers a comprehensive portfolio of products and services, including Financial Planning, Investment Strategies, and Wealth Management.
Guides clients through personalized financial strategies and goal setting.
Develops tailored investment plans based on risk analysis and simulations.
Manages client portfolios with a focus on transparency and fiduciary trust.
Investors in ACT Wealth Management
ACT Wealth Management has secured backing from 1 investor. Prominent investors backing the company include Beacon Pointe Advisors.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Wealth management services are provided by Beacon Pointe. | 2002 | beaconpointe.com | Newport Beach, United States |
Investor details for ACT Wealth Management
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Timeline of ACT Wealth Management
3 dated milestones of ACT Wealth Management across 16 years, from founding to its latest funding, stage changes and deals.
- Founded ACT Wealth Management is founded.
- Exit Acquired by Beacon Pointe.
- Exit Acquired by Beacon Pointe.
Competitors of ACT Wealth Management
ACT Wealth Management has 3 listed competitors in our database, 2 of them funded. They include Fidelity Investments, Morgan Stanley and Guggenheim Partners.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| guggenheimpartners.com | 1999 | New York, United States | $21M | 2,043 | Asset management and investment advisory services are provided to clients. |
Detailed competitors of ACT Wealth Management
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Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as ACT Wealth Management (Investment & Wealth Tech) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 2,161 | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | 523 | ||
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | 186 |
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Related news about Act Wealth Management
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Frequently Asked Questions about ACT Wealth Management
ACT Wealth Management was founded in 2010.
ACT Wealth Management is headquartered in Allen, United States. It is registered at Allen, Texas, United States.
ACT Wealth Management, LLC, offers comprehensive financial planning and investment advisory services, focusing on personalized strategies based on client needs and risk tolerance. They emphasize transparency, fiduciary standards, and unbiased portfolio construction through processes like fact-finding and monitoring. Operating from offices in Allen, TX, and Raleigh, NC, they serve affluent individuals and families across the US, including specialized services for airline crew members.
ACT Wealth Management's top competitors include Fidelity Investments, Guggenheim Partners and Morgan Stanley.
ACT Wealth Management offers Financial Planning, Investment Strategies, and Wealth Management.
ACT Wealth Management has 1 investor. Key investors include Beacon Pointe Advisors.
ACT Wealth Management operates through Act Wealth Management, Llc.
Yes. ACT Wealth Management was acquired by Beacon Pointe in November 2026.