Argent Wealth Management provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 101–250 clients last fiscal year.
Argent Wealth Management reports 72 clients. They include 56 high-net-worth individuals and 16 individual clients. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $172M across 308 accounts are not. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 22% | 4% |
| High-net-worth individuals | 78% | 96% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 16 | $6.19M | 3.6% | $387K |
| High-net-worth individuals | 56 | $166M | 96.4% | $2.97M |
| Total | 72 | $172M | 100% | $2.39M |
- Clients
- 16
- Regulatory AUM
- $6.19M
- AUM share
- 3.6%
- Avg. per client
- $387K
- Clients
- 56
- Regulatory AUM
- $166M
- AUM share
- 96.4%
- Avg. per client
- $2.97M
Total
- Clients
- 72
- Regulatory AUM
- $172M
- AUM share
- 100%
- Avg. per client
- $2.39M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Argent Wealth Management charges 0.10%–0.25% a year for its Core Advisory Service. Each asset band is charged at its own rate. The fee is billed in advance. The brochure also prices 2 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$5M | 0.25% |
| $5M–$10M | 0.15% |
| $10M and above | 0.10% |
Fee details and sources
Other fees
- Core Advisory flat financial planning fee
- Core Advisory Service charges a flat financial planning fee of $4,000 a year for the first four full quarters, then $3,000 a year, billed quarterly in advance.
- Financial Consulting Service
- Financial consulting is billed hourly at $300, or $200 for Core Advisory clients on topics outside that service.
Scott Jacobsmeyer owns 75% or more of Argent Wealth Management. The leadership team of Argent Wealth Management includes President Scott Jacobsmeyer. It has 1 employee.
Leadership
- Scott JacobsmeyerPresident and Chief Compliance Officer
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Argent Wealth Management, Inc.
Scott Jacobsmeyer
Control person · since March 2005
Argent Wealth Management’s regulatory assets grew from $138M (June 2025) to $172M (July 2026); clients were 72 in both filings and employees fell from 2 to 1. In 2014, Pillar Financial Advisors joined it.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $172M | 72 | 1 | 1 |
| June 2025 | $138M | 69 | 2 | 1 |
Firms that joined
20141 joined
- Pillar Financial 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 Management has 0 offices, with 1 listed address in Texas.
Texas · 1 listed address
- 2251 Double Creek DR, Suite 606, Round RockHQ
Contact and registration details
- Legal name
- Argent Wealth Management, Inc.
- Headquarters
- 2251 Double Creek DR, Suite 606, Round Rock, TX 78664-3831
- Website
- awmtx.com
- Phone
- 512-238-6883
- SEC file
- 801-134004
- Structure
- Texas corporation
- Fiscal year end
- December
Argent Wealth Management uses Charles Schwab ($94.5M) as custodian for its separately managed accounts. Argent Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $94.5M100%
At year end, Argent Wealth Management’s separately managed accounts were mostly in stocks (67%) and funds (33%).
What the accounts hold
- Stocks67%
- Funds33%
How many clients does Argent Wealth Management have?
Argent Wealth Management has 72 clients and manages $172 million for them, as of July 2026. They include 56 high-net-worth individuals and 16 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 15 July 2026
What services does Argent Wealth Management offer?
Argent Wealth Management provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Argent Wealth Management charge?
Argent Wealth Management charges 0.10%–0.25% a year for its Core Advisory Service. Each asset band is charged at its own rate. The fee is billed in advance.
Source: ADV PART 2A, filed 31 March 2026
Which custodians does Argent Wealth Management use?
Argent Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $94.5M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 15 July 2026
How many financial advisors does Argent Wealth Management have?
Argent Wealth Management has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 Management invest in?
At the end of its last fiscal year, Argent Wealth Management’s separately managed accounts held 67% exchange-traded equities and 33% registered funds (mutual funds, ETFs, BDCs).
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 Management?
Argent Wealth Management’s direct owner is Scott Jacobsmeyer (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 15 July 2026
How does Argent Wealth Management get paid?
Argent Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. 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 Management?
Argent Wealth Management’s main office is at 2251 Double Creek DR, Suite 606, Round Rock, TX 78664-3831. Its phone number is 512-238-6883. Its website is awmtx.com.