AW
ARGENT WEALTH, LLC
SEC RegisteredRIDGELAND, MShttps://myargentwealth.com601-957-0323
Assets Under Management
$100M–$500M
Employees
11
Office Locations
1 office
Total Accounts
844
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthCharitable OrganizationsState/Municipal
Services
financial_planninginsurance
Who they serve
| 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
Llc Pinnacle Holding Company
OWNER
Carol Hasson Brock
CHIEF COMPLIANCE OFFICER
Stacey Louis Wall
OWNER
Thomas Walton Dallas
OWNER
Office locations
1 office in 1 state
MS
RIDGELANDHQ
Regulatory & compliance
CRD number
#311685
SEC Number
801-120152
Disciplinary History
No
Fee Model & Minimums
Model: AUM
Minimum: $250,000 (waivable)
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
myargentwealth.comPhone
601-957-0323Find an advisor that fits
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Editorial disclosure
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.