Overview
Assets Under Management: $403 million
Headquarters: RIDGELAND, MS
High-Net-Worth Clients: 118
Average Client Assets: $3 million
Frequently Asked Questions
ARGENT WEALTH, 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 #311685), ARGENT WEALTH, LLC is subject to fiduciary duty under federal law.
ARGENT WEALTH, LLC is headquartered in RIDGELAND, MS.
ARGENT WEALTH, LLC serves 118 high-net-worth clients according to their SEC filing dated June 10, 2024. View client details ↓
According to their SEC Form ADV, ARGENT WEALTH, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
ARGENT WEALTH, LLC manages $403 million in client assets according to their SEC filing dated June 10, 2024.
According to their SEC Form ADV, ARGENT WEALTH, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 118
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.96
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 760
Discretionary Accounts: 760
Regulatory Filings
CRD Number: 311685
Last Filing Date: 2024-06-10 00:00:00
Website: https://myargentwealth.com