Firm profile

ARGENT WEALTH, LLC

RIDGELAND, MSCRD 311685Latest ADV March 30, 2026

Argent Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Ridgeland, MS. Its latest Form ADV filing, dated March 30, 2026, reports $487M in regulatory assets under management, 11 employees, and 844 accounts.

Assets Under Management
$487M
Employees
11
Offices
--
Total Clients
470
Primary office
RIDGELAND, MS
1020 HIGHLAND COLONY PARKWAY, SUITE 603, RIDGELAND, MS, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

4 roles identified
CEOMartin E. Palomo
CCOCarol H. Brock
COOCarol H. Brock

Advisory services offered

4 types reported
Financial Planning Services
Pension consulting services
Portfolio management for individuals and small businesses

Fee models offered

1 types reported
Asset based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 66.2% of total clients.
Top client categories% of clientsClients
1
Individuals
66.2%
311
2
HNWI
29.6%
139
3
Corporations
2.8%
13
4
Charitable
1.5%
7

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$487Mas of March 30, 2026
Discretionary100.0%
$487M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$487M
Total Accounts844
10Y AUM Change+$487M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees11
Clients per Employee43:1
10Y Employee Change+1 (+10.0%)

* 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.