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ARGENT RETIREMENT PLAN ADVISORS, LLC

NEW ORLEANS, LA · CRD 165031 · IAPD ↗ · argentfinancial.com · 381-251-5800

$683.1MRegulatory AUM
5Advisory reps
7Employees
0Clients
n/aPlanning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — ARGENT RETIREMENT PLAN ADVISORS, LLC grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
December 2025 — ARGENT RETIREMENT PLAN ADVISORS, LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
48
April 2025 — ARGENT RETIREMENT PLAN ADVISORS, LLC reported RAUM down 31% ($947.7M -> $651.9M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
70
April 2024 — ARGENT RETIREMENT PLAN ADVISORS, LLC crossed $500M in regulatory AUM ($393.8M -> $947.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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