Ardent Wealth Management

Overview

Ardent Wealth Management operates as an independent registered investment advisor (RIA) and is structured as a corporation. The firm focuses on providing a range of financial services, including financial planning, portfolio management for individuals and small businesses, and pension consulting. While the firm does not actively engage in ESG investing, it does offer a fee structure based on a percentage of assets under management (AUM) and fixed fees. Ardent Wealth Management also has affiliations with insurance brokerage and accounting services, allowing them to provide a more comprehensive suite of financial solutions to their clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices