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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between February 26, 2025 and February 17, 2026, reported AUM increased 23.4%, from $460.9M to $568.8M.
Across 5 reported observations, AUM increased 50.4% between March 1, 2022 and February 17, 2026, from $378.1M to $568.8M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 5 advisory representatives and 264 clients, or 52.8 clients per representative. That equates to $2.2M in reported AUM per client.
The profile lists 1 reported office location and 15 years in operation. The source data was last updated on February 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full ACT Wealth Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
ACT Wealth Management, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
ACT Wealth Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.