Michelle D. Acton
Professional summary
Michelle Daree Acton, who also goes by Michelle Daree Kitchens, Michelle Daree Williamson, is a registered financial advisor currently at PRIVATE WEALTH ASSET MANAGEMENT located in Midland, Texas.
Michelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Michelle has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michelle Daree Acton's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 10, 2022 - Present
PRIVATE WEALTH ASSET MANAGEMENT
Office #1: 901 B Tradewinds Blvd, Midland, TX 79706Primary Firm SEC Registration
PRIVATE WEALTH ASSET MANAGEMENT
CRD#: 315819 / SEC#: 801-122065
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/10/2022)
Current Firm
PRIVATE WEALTH ASSET MANAGEMENT
CRD#: 315819 / SEC#: 801-122065
Contact information
SEC notice filing (15 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,947 |
| AUM (Assets Under Management) | $ 1,849,717,875 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 06/16/2025 | ||
| 12/06/2024 | ||
| 12/06/2024 | ||
| 01/27/2023 |
Red Flags
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