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ARGENT WEALTH MANAGEMENT, INC.

ROUND ROCK, TX · CRD 135376 · IAPD ↗ · awmtx.com · 512-238-6883

$172.4MRegulatory AUM
1Advisory reps
1Employees
1Clients
101-250Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — ARGENT WEALTH MANAGEMENT, INC. reported RAUM up 25% ($137.8M -> $172.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
August 2025 — ARGENT WEALTH MANAGEMENT, INC. (ROUND ROCK, TX) is newly SEC-registered with $137.8M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.