A
$172.4M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
73 ADV. Clients
21 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Vanguard
- Clients
- Retail
- Platforms
- Quantum
- Established Date
- 06-24-2005
- Office Locations
- 1
Office Locations
2251 Double Creek Drive Suite 606 Round Rock TX
About Argent Wealth Management, Inc.
Argent Wealth Management, Inc. is a fee-only RIA providing financial planning and investment advisory services for clients in Texas and nationwide. Portfolios emphasize risk-based asset allocation, low costs, and tax efficiency, typically implemented with index mutual funds and ETFs rather than market timing or hot-stock picking. The firm often recommends custody at Charles Schwab and coordinates with clients’ tax, insurance, and estate advisors.
Team overview
53 AVG AGE
$172.4M AVG AUM / ADVISOR
$2.4M AVG AUM / CLIENT
21.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
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Asset Classes
Harbor Pathway optima
Client Personas
Eagle horizon
Custodian
Zenith oak Vector vertex
Investment Themes
Glacier harbor Delta
Investment Vehicles
Zenith Beacon insight
Services
Wave Focus Pioneer Pioneer Optima Peak focus Delta
Technology
Vital
Owner & Executives
S
SCOTT JACOBSMEYER
Chief Compliance Officer, President
- CRD
- #4954824
- Ownership
- 75% or more
(695) 986-9595
alpha.delta@oakcapital.com
in linkedin.com/in/focus-catalyst
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $172,406,000 | $559,760 |
| Total | $172,406,000 | $559,760 |
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Separately Managed Accounts
Total SMA Asset: $172,406,000
Equity - Exchange:
30.2% Public Funds:
69.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,181,567,865 | 30.2% |
| Public Funds | $2,730,908,509 | 69.8% |
| Total | $3,912,476,374 | 100.0% |