ACT Wealth Management Revenue

Financial Services • Allen, Texas, United States • 1-10 Employees

ACT Wealth Management revenue & valuation

Annual revenue	$427,775
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,400,000
Total funding	No funding

Key Contact at ACT Wealth Management

Charolette Sandel

Director Of Operations

Company overview

Headquarters	900 W Bethany Dr, Allen, Texas 75013, US
Phone number	+12146182022
Website	actwealthmanagement.com
NAICS	52
SIC	736
Keywords	Retirement Planning, Financial Planning, Investment Management, Estate Planning Assistance
Founded	2010
Employees	1-10
Socials

About ACT Wealth Management

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.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

ACT Wealth Management has never raised funding before.

ACT Wealth Management Tech Stack

Discover the technologies and tools that power ACT Wealth Management's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

SiteGround

Hosting

Gravity Forms

Form builders

Microsoft 365

jQuery Migrate

JavaScript libraries

Twitter Emoji

Font scripts

Retina.js

JavaScript libraries

jQuery

JavaScript libraries

PHP

Programming languages

WordPress

Blogs

Google Analytics

Analytics

Yoast SEO

SEO

Frequently asked questions

ACT Wealth Management is located in Allen, Texas, US.

You can reach ACT Wealth Management at +12146182022.

ACT Wealth Management generates an estimated annual revenue of $427,775. This revenue figure reflects the company's market position and business performance in its industry.

ACT Wealth Management has an estimated valuation of $1,400,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

ACT Wealth Management was founded in 2010, making it 16 years old. The company has established itself as a significant player in its industry over this time.

ACT Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at ACT Wealth Management

Charolette Sandel

Director Of Operations

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