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STRATEGENT FINANCIAL, LLC

HARRISONBURG, VA · CRD 148173 · IAPD ↗ · strategentfinancial.com · 540-437-1222

$374.7MRegulatory AUM
4Advisory reps
6Employees
6Clients
101-250Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — STRATEGENT FINANCIAL, LLC reported RAUM up 26% ($297.4M -> $374.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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