# Argent Wealth, LLC

> Argent Wealth, LLC is an SEC-registered investment advisory firm in Ridgeland, MS, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 311685
- Filed as: ARGENT WEALTH, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Ridgeland, MS
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/311685
- AdvisorCensus page: https://advisorcensus.com/firm/argent-wealth-llc-ridgeland-ms-311685

## Quick answers

**How is Argent Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Argent Wealth, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Argent Wealth, LLC located?**
Argent Wealth, LLC's principal office is in Ridgeland, MS, according to its Form ADV.

**Is Argent Wealth, LLC registered with the SEC or a state?**
Argent Wealth, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 311685.

**How much does Argent Wealth, LLC manage?**
Argent Wealth, LLC reports $487,289,663 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Argent Wealth, LLC's assets and staff changed since 2021?**
In the Form ADV data for Argent Wealth, LLC: Regulatory assets under management: $134,327,000 in the October 2021 data and $487,289,663 in the October 2026 data, up 263%. Total employees: 10 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Argent Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (311); high net worth individuals (139); corporations or other businesses not listed above (13).

**Which custodians does Argent Wealth, LLC use?**
Argent Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Argent Wealth, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/311685

**What changed in Argent Wealth, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 5 to 6. Regulatory assets under management went from $439,274,235 to $487,289,663 (+11%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $487,289,663
- Discretionary: $487,289,663
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 311 | $73,080,596 |
| High net worth individuals | 139 | $384,216,955 |
| Charitable organizations | 7 | $11,061,607 |
| Corporations or other businesses not listed above | 13 | $18,930,505 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 11 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, FL, LA, MS, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- myargentwealth.com
- Facebook @myargentwealth
- LinkedIn @myargentwealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $134,327,000 | 10 | May 17, 2021 |
| October 2022 | $405,070,534 | 9 | June 17, 2022 |
| October 2023 | $380,577,301 | 9 | March 15, 2023 |
| October 2024 | $402,944,092 | 9 | June 10, 2024 |
| October 2025 | $439,274,235 | 10 | March 20, 2025 |
| October 2026 | $487,289,663 | 11 | March 30, 2026 |

Regulatory assets under management: $134,327,000 in the October 2021 data and $487,289,663 in the October 2026 data, up 263%.
Total employees: 10 in October 2021 and 11 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 5 to 6.
- Regulatory assets under management went from $439,274,235 to $487,289,663 (+11%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Argent Wealth, LLC (CRD 311685): Form ADV filing data as of October 2026.