This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between October 24, 2025 and March 16, 2026, reported AUM increased 22.1%, from $956.5M to $1.2B.
Across 3 reported observations, AUM increased 197.2% between September 3, 2024 and March 16, 2026, from $393.1M to $1.2B.
Of the latest reported AUM, 9.8% is discretionary and 90.2% is non-discretionary.
The firm reports 2 advisory representatives and 34 clients, or 17 clients per representative. That equates to $34.4M in reported AUM per client.
The profile lists 1 reported office location and 2 years in operation. The source data was last updated on March 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Allegiant Wealth Advisors, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Allegiant Wealth Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
Unlock allContacts
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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Allegiant Wealth Advisors, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
Continue browsing