Allegiant Wealth Advisors, LLC

Overview

Allegiant Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC that began SEC registration in 2024. The firm serves individual and family clients on a percentage-of-AUM fee basis and lists core advisory services as financial planning and portfolio management for individuals, small businesses, and businesses or institutions. Allegiant identifies as a domestic entity/individual-owned firm rather than a multi-state or related-adviser structure, and it does not position itself as a pension consultant or capital allocator. The firm reports a primarily non-ESG investment posture and manages both discretionary and non-discretionary mandates. Its custody relationships and reported asset mix suggest a tilt toward traditional wealth management rather than an institutional asset-gathering or alternative-asset platform.

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Location & Offices