ALLEGIANT WEALTH ADVISORS, LLC

RIASEC RegisteredEst. 2024

Total AUM

$1.2B

Discretionary

$115M

10% of AUM

Avg account

$11.2M

Accounts

104

Employees

Advisory reps

Firm details

Headquarters: TULSA, Oklahoma
CRD number: 330239
Registered since: July 26, 2024
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM
Client types: HNWI82.06%
Charitable Organizations14.56%
Corporations / Businesses3.35%
Individuals0.03%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Allegiant Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2024. Ownership is reported as a mix of a domestic entity and an individual. The firm serves individual and family clients and charges advisory fees as a percentage of assets under management. Its stated advisory services emphasize financial planning and portfolio management for individuals, small businesses, and institutional business clients. The firm is not positioned as a capital allocator and does not describe itself as an active ESG investor. It is not registered as a multi-state adviser and is not identified as a newly formed adviser despite the recent SEC registration year.