ARDENT WEALTH ADVISORY, LLC

Overview

Ardent Wealth Advisory, LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients with a focus on fee-based portfolio management and financial planning. The firm also acts as an insurance broker, which it can integrate into client planning and risk-transfer strategies. Its business model is percentage-of-AUM advisory fees and it reports no emphasis on ESG investing. Investment activity is centered on liquid public equities and equity-focused separate managed accounts, with a clear preference for exchange-traded equities as the primary building block for client portfolios. The firm supplements equity exposure with mutual funds and allocates to third-party alternative managers across several categories (hedge funds, real estate, commodities, REITs, oil & gas) to provide diversification, income and inflation-hedging elements where appropriate. Ardent positions itself to serve individuals and small-business owners rather than institutional pension plans or large family office capital allocation.

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Public Holdings

Investments & Alternatives

Location & Offices