Argent Wealth provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, and insurance.
Argent Wealth reports 470 clients. They include 311 individual clients, 139 high-net-worth individuals, and 13 corporations and other businesses. Of its assets, 100.0% ($487M across 844 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 66% | 15% |
| High-net-worth individuals | 30% | 79% |
| Charitable organizations | 1% | 2% |
| Corporations and other businesses | 3% | 4% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 311 | $73.1M | 15.0% | $235K |
| High-net-worth individuals | 139 | $384M | 78.8% | $2.76M |
| Charitable organizations | 7 | $11.1M | 2.3% | $1.58M |
| Corporations and other businesses | 13 | $18.9M | 3.9% | $1.46M |
| Total | 470 | $487M | 100% | $1.04M |
- Clients
- 311
- Regulatory AUM
- $73.1M
- AUM share
- 15.0%
- Avg. per client
- $235K
- Clients
- 139
- Regulatory AUM
- $384M
- AUM share
- 78.8%
- Avg. per client
- $2.76M
- Clients
- 7
- Regulatory AUM
- $11.1M
- AUM share
- 2.3%
- Avg. per client
- $1.58M
- Clients
- 13
- Regulatory AUM
- $18.9M
- AUM share
- 3.9%
- Avg. per client
- $1.46M
Total
- Clients
- 470
- Regulatory AUM
- $487M
- AUM share
- 100%
- Avg. per client
- $1.04M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Argent Wealth is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Argent Financial Group, Inc. owns 75% or more of Argent Wealth. Martin Palomo is CEO; the leadership team includes Chief Investment Officer Matthew Davis and Chief Operating Officer Carol Brock. It has 11 employees, 6 of them in advisory roles.
Staff
- 11 employees
- 6 in advisory functions
- 6 state-registered reps
- 6 insurance agents
- Owns 75% or more of Argent Wealth, LLC
Argent Financial Group, Inc.
Control person · since March 2022
Argent Wealth’s regulatory assets grew 3.6× from $134M (May 2021) to $487M (March 2026); clients rose from 69 to 470 and employees from 10 to 11. In 2019, Horne Wealth Advisors joined it.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $487M | 470 | 11 | 1 |
| Mar 2025March 2025 | $439M | 433 | 10 | 1 |
| Jun 2024June 2024 | $403M | 435 | 9 | 1 |
| Mar 2023March 2023 | $381M | 446 | 9 | 1 |
| Jun 2022June 2022 | $405M | 439 | 9 | 1 |
| May 2021May 2021 | $134M | 69 | 10 | 1 |
Firms that joined
20191 joined
- Horne Wealth AdvisorsNo filed AUM
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Argent Wealth has 0 offices, with 1 listed address in 1 state.
Mississippi · 1 listed address
- 1020 Highland Colony Parkway, Suite 603, RidgelandHQ
Contact and registration details
- Legal name
- Argent Wealth, LLC
- Headquarters
- 1020 Highland Colony Parkway, Suite 603, Ridgeland, MS 39157
- Website
- myargentwealth.com
- Phone
- 601-957-0323
- @myargentwealth
- SEC file
- 801-120152
- Founded
- 2020
- Structure
- Mississippi LLC
- Fiscal year end
- December
Argent Wealth’s named custodian for separately managed accounts is Charles Schwab ($272M). Argent Wealth has custody of $96.5M for 149 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $272M100%
At year end, Argent Wealth’s separately managed accounts were mostly in funds (57%) and stocks (34%).
What the accounts hold
- Stocks34%
- Funds57%
- Registered funds54%
- Pooled vehicles3%
- Bonds1%
- Cash4%
- Other4%
- Land, privately held stocks & annuities.4%
How many clients does Argent Wealth have?
Argent Wealth has 470 clients and manages $487 million for them, as of March 2026. They include 311 individual clients, 139 high-net-worth individuals, and 13 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Argent Wealth offer?
Argent Wealth provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Argent Wealth use?
Argent Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $272M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does Argent Wealth have?
Argent Wealth has 6 investment adviser representatives registered with state securities authorities, out of 11 employees, and 6 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 6 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Argent Wealth invest in?
At the end of its last fiscal year, Argent Wealth’s separately managed accounts held 54% registered funds (mutual funds, ETFs, BDCs), 34% exchange-traded equities, 4% cash and equivalents, 4% other, 3% pooled vehicles (private funds and similar) and 1% U.S. government and agency bonds. The 4% other category is described as: Land, Privately Held Stocks & Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Argent Wealth?
Argent Wealth’s direct owner is Argent Financial Group, Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Argent Wealth get paid?
Argent Wealth is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Argent Wealth?
Argent Wealth’s main office is at 1020 Highland Colony Parkway, Suite 603, Ridgeland, MS 39157. Its phone number is 601-957-0323. Its website is myargentwealth.com.
