Overview
Assets Under Management: $393 million
Headquarters: TULSA, OK
Frequently Asked Questions
ALLEGIANT WEALTH ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #330239), ALLEGIANT WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
ALLEGIANT WEALTH ADVISORS, LLC is headquartered in TULSA, OK.
According to their SEC Form ADV, ALLEGIANT WEALTH ADVISORS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
ALLEGIANT WEALTH ADVISORS, LLC manages $393 million in client assets according to their SEC filing dated September 03, 2024.
According to their SEC Form ADV, ALLEGIANT WEALTH ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.64
Total Client Accounts: 16
Non-Discretionary Accounts: 16
Regulatory Filings
CRD Number: 330239
Last Filing Date: 2024-09-03 00:00:00
Website: https://allegiantwealth.com