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ARGENT WEALTH MANAGEMENT, INC.
CRD 135376File 801-134004
APPROVED
Retail clients
Filing as of Jul 15, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$172.4M
Bottom 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $172.4M
Clients
72
308 accounts
Employees
1
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.