ARGENT WEALTH, LLC

Overview

Argent Wealth, LLC is an independent registered investment adviser and capital allocator that serves both individual and institutional clients. The firm combines fee‑based portfolio management and financial planning with insurance brokerage services and the selection of third‑party managers. Its advisory scope includes portfolio management for individuals and small businesses, pension consulting and advising on other advisers, and it maintains affiliations with insurance and trust entities as well as municipal advisor activity. Investment activity is weighted toward publicly available pooled vehicles for core allocations, while the firm also sources private and alternative managers for clients who need illiquid or opportunistic exposure. Argent Wealth does not identify as an active ESG investor and operates primarily within a single state footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices