CRD: 172856
Argent Wealth Advisors, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-22-2014
- Office Locations
- 1
Office Locations
About Argent Wealth Advisors, LLC
Argent Wealth Advisors, LLC is a retail RIA providing customized wealth management through investment management and financial planning for clients in accumulation, growth, and wealth-preservation stages. The firm uses public funds alongside ETFs and cash and offers a second-opinion review via its Strategic Investment Counsel program with in-depth portfolio analysis. Custodied with Charles Schwab.
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Investment Themes
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Owner & Executives
JAMES C AUDLEY
INVESTMENT ADVISOR REPRESENTATIVE, Principal, Wealth Advisor
- CRD
- #2427000
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $47,000,000 | -- |
| Total | $47,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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