# Ardent Wealth Management

> Ardent Wealth Management is a state-registered investment advisory firm in Scottsdale, AZ, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated November 8, 2024.

- CRD: 332593
- Filed as: ARDENT WEALTH MANAGEMENT
- Legal name: Ardent Wealth Management Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Scottsdale, AZ
- Filing period: October 2026
- Form ADV filing dated: November 8, 2024
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/332593
- AdvisorCensus page: https://advisorcensus.com/firm/ardent-wealth-management-scottsdale-az-332593

## Quick answers

**How is Ardent Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Ardent Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Ardent Wealth Management located?**
Ardent Wealth Management's principal office is in Scottsdale, AZ, according to its Form ADV.

**Is Ardent Wealth Management registered with the SEC or a state?**
Ardent Wealth Management is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 332593.

**How much does Ardent Wealth Management manage?**
Ardent Wealth Management reports $0 in regulatory assets under management in its Form ADV filing dated November 8, 2024.

**Does Ardent Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/332593

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2024 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- adentwealthmanagement.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ardent Wealth Management (CRD 332593): Form ADV filing data as of October 2026.