Hedge Fund
    SEC Registered
    Manages Private Funds

    Allegiant Wealth Advisors, LLC

    Registered investment advisor · Tulsa, Oklahoma · CRD #330239

    Assets Under Management
    $1.2B
    Client Accounts
    104
    Employees
    3
    CRD Number
    330239
    Registration
    SEC Registered
    Custodian
    Fidelity Brokerage Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Allegiant Wealth Advisors, LLC

    Allegiant Wealth Advisors, LLC is a registered investment advisor based in Tulsa, Oklahoma, offering financial planning, investment management, and personalized family office services to help clients achieve long-term goals. They focus on simplifying financial life and growing wealth.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Allegiant Wealth Advisors, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Allegiant Wealth Advisors, LLC's AUM?

    Allegiant Wealth Advisors, LLC reports approximately $1.2B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Allegiant Wealth Advisors, LLC headquartered?

    Allegiant Wealth Advisors, LLC is headquartered in Tulsa, Oklahoma.

    What is Allegiant Wealth Advisors, LLC's CRD number?

    Allegiant Wealth Advisors, LLC's CRD number is 330239. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Allegiant Wealth Advisors, LLC manage?

    Allegiant Wealth Advisors, LLC manages approximately 104 client accounts according to its latest SEC filing.

    Is Allegiant Wealth Advisors, LLC SEC registered?

    Yes, Allegiant Wealth Advisors, LLC is registered with the SEC as an investment adviser with an approved registration status.

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