ARGENT WEALTH ADVISORS, LLC

RIASEC Registered
Total AUM
$47M
Discretionary
$0
0% of AUM
Avg account
$452K
Accounts
104
Employees
1
Advisory reps
1

Firm details

Headquarters
LAFAYETTE, California
CRD number
172856
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Argent Wealth Advisors, LLC is a privately held advisory firm that focuses on portfolio management for individuals and small businesses. The firm operates under a percentage-of-assets fee model and serves retail clients and families rather than institutional pension or capital-allocation mandates. According to available records, Argent is structured as an LLC with an individual owner and is not classified as a multi-state adviser or a pension consultant. The firm is not labeled as an active ESG investor. Argent’s advisory activity is concentrated on providing discretionary and non-discretionary portfolio services for individual and family clients, with its registered offering centered on traditional wealth-management relationships rather than fund sponsorship or third-party capital allocation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 75%, Exchange Traded Equities 20%, Cash & Cash Equivalents 5%75%
  • Public Funds/Mutual Funds75%
  • Exchange Traded Equities20%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • JAMES AUDLEY

    PrincipalCRD 2427000

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

LAFAYETTE, CA

CONTRA COSTA

Location

LAFAYETTE, CA

Headquartered in LAFAYETTE, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
CONTRA COSTA
Address
21 Lafayette Cir
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth