ARGENT WEALTH MANAGEMENT, INC.

CRD 135376File 801-134004

APPROVED

Retail clients

Filing as of Jul 15, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$172.4M

Bottom 25% of cohort (national)

Discretionary AUM

Non-discretionary $172.4M

Clients

308 accounts

Employees

Bottom 25% of cohort in TX

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: FWRO
Registration date: Jul 28, 2025
Principal office: 2251 DOUBLE CREEK DR, SUITE 606, ROUND ROCK, TX, 78664-3831
Phone: 512-238-6883
Website: https://awmtx.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $172.4M
Discretionary AUM: $0
Non-discretionary AUM: $172.4M
Discretionary accounts: 0
Non-discretionary accounts: 308
Total accounts: 308
AUM per client: $2.4M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	56	$166.2M
Individuals (other than high net worth individuals)	16	$6.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Employees	2	1	decreased by1
Apr 1, 2026	Clients	69	72	increased by3
Apr 1, 2026	AUM	$137,792,000	$172,406,000	increased by$34,614,000
Apr 1, 2026	Accounts	283	308	increased by25
Dec 1, 2025	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “ARGENT WEALTH” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ARGENT WEALTH” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.