Acquiring Company
Beacon Pointe Advisors
Acquired Company
ACT Wealth Management
Newport BeachAllenFinanceArtificial IntelligenceDescription
Beacon Pointe Advisors announced its acquisition of ACT Wealth Management, LLC, a wealth management firm with offices in Allen, Texas, and Raleigh, North Carolina. The addition brings Beacon Pointe's total assets under advisement to approximately $71 billion and adds specialized experience serving airline professionals. The acquisition formally closed on October 31, 2026.
Who to call at Beacon Pointe Advisors, and when
When Beacon Pointe Advisors changes hands, the new owners review vendors, systems and leadership. That is when the door opens.
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Frequently asked
Who acquired ACT Wealth Management?
ACT Wealth Management was acquired by Beacon Pointe Advisors, based in Newport Beach. The deal was reported on October 31, 2026. Beacon Pointe Advisors is a registered investment adviser headquartered in Newport Beach, California, with office locations and clients located nationally. Beacon Pointe Advisors is privately held and operates in Finance.
When did Beacon Pointe Advisors acquire ACT Wealth Management?
Beacon Pointe Advisors's acquisition of ACT Wealth Management was reported on October 31, 2026. Beacon Pointe Advisors announced its acquisition of ACT Wealth Management, LLC, a wealth management firm with offices in Allen, Texas, and Raleigh, North Carolina. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does ACT Wealth Management do?
ACT Wealth Management is a wealth management firm founded in 2010 with offices in Allen, Texas, and Raleigh, North Carolina. It serves affluent clients nationwide and has specialized experience advising airline pilots, crew members and their families. It is privately held, operating in Artificial Intelligence, and is based in Allen.
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