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Building 2ARGENT WEALTH MANAGEMENT, INC.

Map pinROUND ROCK, TX
Phone512-238-6883
NotebookSEC #801-134004
Total AUM
$172.4M
Employees
1
Clients
72

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2251 DOUBLE CREEK DR
SUITE 606
ROUND ROCK
TX 78664-3831
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
512-238-6883

ReceiptFinancials

Total AUM
$172.4M
Accounts
308
Discretionary
$0
Accounts
0
Non-Discretionary
$172.4M
Accounts
308

ContactClients

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Individual Clients
16
AUM
$6.2M
HNW Individual Clients
56
AUM
$166.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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