Overview
Assets Under Management: $172 million
Headquarters: ROUND ROCK, TX
High-Net-Worth Clients: 56
Average Client Assets: $3.0 million
Frequently Asked Questions
ARGENT WEALTH MANAGEMENT, INC. 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 #135376), ARGENT WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
ARGENT WEALTH MANAGEMENT, INC. is headquartered in ROUND ROCK, TX.
ARGENT WEALTH MANAGEMENT, INC. serves 56 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, ARGENT WEALTH MANAGEMENT, INC. offers financial planning and portfolio management for individuals. View all service details ↓
ARGENT WEALTH MANAGEMENT, INC. manages $172 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, ARGENT WEALTH MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 56
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.41%
Average Client Assets: $3.0 million
Total Client Accounts: 308
Non-Discretionary Accounts: 308
Regulatory Filings
CRD Number: 135376
Filing ID: 2061606
Last Filing Date: 2026-03-31 06:38:57