ARGENT WEALTH MANAGEMENT, INC.

Overview

Argent Wealth Management, Inc. is an independent registered investment adviser focused on individual and family clients, providing financial planning and portfolio management for individuals and small businesses. The firm operates on a mix of fee models — percentage of assets under management, hourly, and fixed fees — and is not positioned as a capital allocator. Argent is not an active ESG investor and is organized to serve a primarily single-state client base; its SEC registration is listed as 2025. Investment activity centers on equity exposure, with a clear preference for exchange-traded instruments as core holdings and supplemental exposure to third-party alternative strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices