ARGENT WEALTH MANAGEMENT, INC.
SEC RegisteredAbout the firm
Argent Wealth Management, Inc. is a Fee-Only Registered Investment Adviser providing financial planning and investment advisory services to clients in Texas and nationwide.
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 and investment advisory services offered in a range of scopes (comprehensive to specific) and fee structures (ongoing or hourly), including investment recommendations based on risk tolerance, asset allocation, costs and fees, and tax efficiency, primarily using index mutual funds and ETFs held at Schwab.
Who they serve
Clients in Texas and nationwide with varying needs, ranging from those seeking comprehensive to specific financial planning and investment advisory services.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 16 | $6.2M |
| High Net Worth Individuals | 56 | $166M |
1 total clients reported on Form ADV.
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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 MANAGEMENT, INC. 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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