Argent Wealth Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Round Rock, TX. Its latest Form ADV filing, dated March 31, 2026, reports $172M in regulatory assets under management, 1 employee, and 308 accounts.
Assets Under Management
$172M
Employees
1
Offices
--
Total Clients
72
Primary office
ROUND ROCK, TX
2251 DOUBLE CREEK DR, SUITE 606, ROUND ROCK, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 77.8% of total clients.
Top client categories% of clientsClients
1
HNWI
77.8%
56
2
Individuals
22.2%
16
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$172Mas of March 31, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$172M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$172M
Total Accounts308
10Y AUM Change+$35M (+25.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee72:1
10Y Employee Change-1 (-50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.