ACT Wealth Management
Finance · Texas, United States · 1-10 Employees
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Overview
Headquarters
900 W Bethany Dr Ste 150, Allen, Texas, ...Phone Number
(214) 618-2022Website
www.actwealthmanagement.comRevenue
$5.4 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About ACT Wealth Management
ACT Wealth Management specializes in providing tailored financial planning and investment services to affluent clients across the United States. The firm emphasizes transparency, trust, and a fiduciary standard, ensuring that clients' needs are prioritized in all financial decisions. With a team of experienced professionals, ACT Wealth Management offers comprehensive services including risk assessment, portfolio construction, and legacy planning. Their unique approach focuses on building personal relationships with clients to create customized financial strategies that align with individual goals and risk tolerances.Explore more
ACT Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
ACT Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
ACT Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about ACT Wealth Management.
ACT Wealth Management Tech Stack
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ACT Wealth Management specializes in providing tailored financial planning and investment services to affluent clients across the United States. The firm emphasizes transparency, trust, and a fiduciary standard, ensuring that clients' needs are prioritized in all financial decisions. With a team of experienced professionals, ACT Wealth Management o... Read More
