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ALLEGIANT WEALTH ADVISORS, LLC
CRD 330239File 801-130800
APPROVED
Retail clients
Custody
Filing as of Mar 16, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.17B
Above cohort median (national)
Discretionary AUM
$115.0M
Non-discretionary $1.05B
Clients
34
104 accounts
Employees
3
Top 25% of cohort in OK
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jul 26, 2024
- Principal office
- 4200 EAST SKELLY DRIVE, SUITE 620, TULSA, OK, 74135
- Phone
- (918) 623-4500
- Website
- https://allegiantwealth.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.17B
- Discretionary AUM
- $115.0M
- Non-discretionary AUM
- $1.05B
- Discretionary accounts
- 85
- Non-discretionary accounts
- 19
- Total accounts
- 104
- AUM per client
- $34.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $39.2M |
| Charitable organizations | Fewer than 5 | $170.2M |
| High net worth individuals | 34 | $958.7M |
| Individuals (other than high net worth individuals) | Fewer than 5 | $313K |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | AUM | $956,471,232 | $1,168,282,243 | increased by$211,811,011 |
| Apr 1, 2026 | Accounts | 18 | 104 | increased by86 |
| May 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 “ALLEGIANT WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ALLEGIANT 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.