# Mergent Wealth, LLC

> Mergent Wealth, LLC is a state-registered investment advisory firm in Dallas, TX, registered since 2021, with no regulatory assets under management reported in its Form ADV filing dated March 31, 2026.

- CRD: 313559
- Filed as: MERGENT WEALTH, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/313559
- AdvisorCensus page: https://advisorcensus.com/firm/mergent-wealth-llc-dallas-tx-313559

## Quick answers

**How is Mergent Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Mergent Wealth, LLC reports these compensation arrangements: other.

**Where is Mergent Wealth, LLC located?**
Mergent Wealth, LLC's principal office is in Dallas, TX, according to its Form ADV.

**Is Mergent Wealth, LLC registered with the SEC or a state?**
Mergent Wealth, LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 313559.

**Does Mergent 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/313559

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Advisory services (Item 5.G)
- Other

### Firm details
- Registered since: 2021 (5 years)
- Employees: 2 total, 0 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mergent Wealth, LLC (CRD 313559): Form ADV filing data as of October 2026.