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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-22-2010
- Office Locations
- 1
Office Locations
About ACT Wealth Management, LLC
ACT Wealth Management is a fee-only RIA providing complex financial planning and wealth management for affluent households nationwide, with a long-standing niche serving major airline crew families. Portfolios are built through risk-based financial modeling and open-architecture construction, guided by an in-house investment committee and a global asset-allocation model, with ongoing monitoring and rebalancing. Assets are held at third-party custodians such as Schwab and Fidelity.
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Owner & Executives
DANIEL ETHERIDGE ARCHER JR
Certified Financial Planner, Managing Member
- CRD
- #2762084
- Ownership
- 25% but less than 50%
BRENNAN GALE CROSS
Advisor, Managing Member
- CRD
- #2634716
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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Ethan Kane Seigler
Advisor
- CRD
- #7870791
Showing 1 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $568,799,540 | $923,376 |
| Non-Discretionary | $0 | -- |
| Total | $568,799,540 | $923,376 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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