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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 98 clients, or 98 clients per representative. That equates to $479.6K in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on May 12, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
JAMES C AUDLEY
INVESTMENT ADVISOR REPRESENTATIVE, Principal, Wealth Advisor
- CRD
- #2427000
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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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
SMA allocation detail is available
Argent Wealth Advisors, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.