Kally Jo Alkire
Investment adviser representative at Act Wealth Management, LLC
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$568.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Act Wealth Management, LLCJul 2016 to now
- Ann Taylor LoftOct 2013 to Nov 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (NM, TX).
Act Wealth Management, LLC
$568.8MAssets managed
264Clients
5Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6726818
- Firm CRD
- 155131