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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-26-2024
- Office Locations
- 1
Office Locations
About Allegiant Wealth Advisors, LLC
Allegiant Wealth Advisors is a boutique, independent wealth manager in Tulsa providing integrated financial planning, investment management, and personalized family office services for individuals and families, including business owners and entrepreneurs. The firm builds tailored portfolios spanning fixed income and ETFs, with alternatives used where appropriate, and supports client account access through Fidelity/NFS.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
James Frederick Arens II
Chief Compliance Officer, Chief Executive Officer, FOUNDER
- CRD
- #7921383
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Lesa Anne Creveling
Senior Wealth Advisor
- CRD
- #8105911
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $114,984,071 | $1,352,754 |
| Non-Discretionary | $1,053,298,172 | $55,436,746 |
| Total | $1,168,282,243 | $11,233,483 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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