Wealth Manager
    SEC Registered
    Manages Private Funds

    Argent Wealth, LLC

    Registered investment advisor · Ridgeland, Mississippi · CRD #311685

    Assets Under Management
    $487M
    Client Accounts
    844
    Employees
    11
    CRD Number
    311685
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

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

    About Argent Wealth, LLC

    Argent Wealth, LLC is an independent wealth management firm offering comprehensive, personalized services based on deep investment expertise. It is a subsidiary of Argent Financial Group, focusing on planning, protection, and investment services for high net worth clients. Founded in 1997, it employs 11-50 staff.

    Fee Structure

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

    Contacts, 13F holdings & brochure intel for Argent Wealth, 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 Argent Wealth, LLC's AUM?

    Argent Wealth, LLC reports approximately $487M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Argent Wealth, LLC headquartered?

    Argent Wealth, LLC is headquartered in Ridgeland, Mississippi.

    What is Argent Wealth, LLC's CRD number?

    Argent Wealth, LLC's CRD number is 311685. 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 Argent Wealth, LLC manage?

    Argent Wealth, LLC manages approximately 844 client accounts according to its latest SEC filing.

    Is Argent Wealth, LLC SEC registered?

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

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