ARGENT WEALTH, LLC
SEC RegisteredThe Sky's The Limit
About the firm
Argent Wealth (formerly Pinnacle Wealth) is a financial advisory firm based in Ridgeland, MS that specializes in helping individuals develop sound retirement strategies. The firm offers personalized, hands-on service, educating clients about financial concepts and products, and taking the mystery out of investing, insurance, estate conservation, and preserving wealth.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, asset management, corporate retirement plans, and trust services. Investment products include bonds, common stock, IRAs (Traditional, Roth, SEP, Simple, Educational), brokerage accounts, treasury bills, government securities, treasury notes, and variable annuities. Financial planning services include retirement plans, tax plans, 401(k) and 403(b) planning, college plans, estate plans, money purchasing plans, and profit sharing plans.
Who they serve
Individuals who are retired or approaching retirement
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 311 | $73M |
| High Net Worth Individuals | 139 | $384M |
| State/Municipal Entities | 7 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ARGENT WEALTH, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.