Argent Wealth Management, Inc.
Firm details
- Headquarters
- Round Rock, Texas
- CRD number
- 135376
- Registered since
- July 28, 2025
- Website
- www.awmtx.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities67%
- Public Funds/Mutual Funds33%
Contacts
1 of 1
Scott Jacobsmeyer
PresidentCRD 4954824
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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