Argent Wealth Management, Inc.

RIASEC RegisteredEst. 2025
Total AUM
$172M
Discretionary
$0
0% of AUM
Avg account
$560K
Accounts
308
Employees
1
Advisory reps
1

Firm details

Headquarters
Round Rock, Texas
CRD number
135376
Registered since
July 28, 2025
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI96.41%
  • Individuals3.59%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Argent Wealth Management, Inc. operates as an independent registered investment adviser focused on individuals and families. The firm is SEC-registered as of 2025 and is owned by an individual principal. Its advisory services center on financial planning and portfolio management for individuals and small businesses. Fee arrangements include asset-based fees, hourly charges and fixed-fee engagements. Argent presents itself as a non-discretionary manager: its entire reported asset base is held as non-discretionary, which indicates client-directed account authority or consultative relationships rather than broad discretionary mandates. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 67%, Public Funds/Mutual Funds 33%67%
  • Exchange Traded Equities67%
  • Public Funds/Mutual Funds33%

Contacts

1 of 1
  • Scott Jacobsmeyer

    Scott Jacobsmeyer

    PresidentCRD 4954824

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Round Rock, TX

Williamson

Location

Round Rock, TX

Headquartered in Round Rock, TX, in the South of the United States.

Region
South
County
Williamson
Address
2251 Double Creek Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth