ARGENT WEALTH ADVISORS, LLC
Firm details
- Headquarters
- LAFAYETTE, California
- CRD number
- 172856
- Website
- www.argentwealthadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Argent Wealth Advisors, LLC is a privately held advisory firm that focuses on portfolio management for individuals and small businesses. The firm operates under a percentage-of-assets fee model and serves retail clients and families rather than institutional pension or capital-allocation mandates. According to available records, Argent is structured as an LLC with an individual owner and is not classified as a multi-state adviser or a pension consultant. The firm is not labeled as an active ESG investor. Argent’s advisory activity is concentrated on providing discretionary and non-discretionary portfolio services for individual and family clients, with its registered offering centered on traditional wealth-management relationships rather than fund sponsorship or third-party capital allocation.
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
- Public Funds/Mutual Funds75%
- Exchange Traded Equities20%
- Cash & Cash Equivalents5%
Contacts
1 of 1JAMES AUDLEY
PrincipalCRD 2427000
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LAFAYETTE, CA
CONTRA COSTA
Location
LAFAYETTE, CA
Headquartered in LAFAYETTE, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- CONTRA COSTA
- Address
- 21 Lafayette Cir
- Time zone
- PT (UTC-8)
- Office locations
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