# Argent Wealth Management, Inc.

> Argent Wealth Management, Inc. is an SEC-registered investment advisory firm in Round Rock, TX, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 15, 2026.

- CRD: 135376
- Filed as: ARGENT WEALTH MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Round Rock, TX
- Filing period: October 2026
- Form ADV filing dated: July 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/135376
- AdvisorCensus page: https://advisorcensus.com/firm/argent-wealth-management-inc-round-rock-tx-135376

## Quick answers

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

**Where is Argent Wealth Management, Inc. located?**
Argent Wealth Management, Inc.'s principal office is in Round Rock, TX, according to its Form ADV.

**Is Argent Wealth Management, Inc. registered with the SEC or a state?**
Argent Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 135376.

**How much does Argent Wealth Management, Inc. manage?**
Argent Wealth Management, Inc. reports $172,406,000 in regulatory assets under management in its Form ADV filing dated July 15, 2026 (0% discretionary).

**How have Argent Wealth Management, Inc.'s assets and staff changed since 2025?**
In the Form ADV data for Argent Wealth Management, Inc.: Regulatory assets under management: $137,792,000 in the October 2025 data and $172,406,000 in the October 2026 data, up 25%. Total employees: 2 in October 2025 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Argent Wealth Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (56); individuals (other than high net worth individuals) (16).

**Which custodians does Argent Wealth Management, Inc. use?**
Argent Wealth Management, Inc.'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 Management, Inc. 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/135376

**What changed in Argent Wealth Management, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 2 to 1. Regulatory assets under management went from $137,792,000 to $172,406,000 (+25%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### 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: $172,406,000
- Discretionary: $0
- Non-discretionary: $172,406,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 16 | $6,192,000 |
| High net worth individuals | 56 | $166,214,000 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $137,792,000 | 2 | June 27, 2025 |
| October 2026 | $172,406,000 | 1 | July 15, 2026 |

Regulatory assets under management: $137,792,000 in the October 2025 data and $172,406,000 in the October 2026 data, up 25%.
Total employees: 2 in October 2025 and 1 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 2 to 1.
- Regulatory assets under management went from $137,792,000 to $172,406,000 (+25%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Argent Wealth Management, Inc. (CRD 135376): Form ADV filing data as of October 2026.