{"url":"https://nivawealth.com/firms/argent-wealth-management-135376","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/135376","regulatoryAum":172406000,"crd":"135376","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4954824","suffix":null,"lastName":"JACOBSMEYER","firstName":"SCOTT","middleName":null}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2025-06-27","regulatoryAum":137792000,"clients":69,"employees":2,"offices":1},{"filedOn":"2026-07-15","regulatoryAum":172406000,"clients":72,"employees":1,"offices":1}],"acquisitions":[{"date":"2014-02-27","datePrecision":"day","name":"Pillar Financial Advisors","crd":"107191","source":"adv_w","dealType":"acquisition","sellerAum":null,"sellerAumDate":null,"sourceUrl":"https://adviserinfo.sec.gov/firm/summary/107191"}],"secFileNumber":"801-134004","legalName":"Argent Wealth Management, Inc.","displayName":"Argent Wealth Management","slug":"argent-wealth-management-135376","website":"https://awmtx.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Texas corporation","fiscalYearEnd":"December","headquarters":{"street":"2251 Double Creek DR, Suite 606","city":"Round Rock","state":"TX","stateName":"Texas","country":"United States","postalCode":"78664-3831"},"tradeNames":[],"registration":{"secApproved":"28 July 2025","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":2394527.777777778,"staff":{"employees":1,"advisory":1,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":172406000,"discretionary":0,"discretionaryAccounts":0,"nonDiscretionary":172406000,"nonDiscretionaryAccounts":308,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":1},"clientTypes":[{"label":"Individuals (other than HNW)","clients":16,"regulatoryAum":6192000},{"label":"High-net-worth individuals","clients":56,"regulatoryAum":166214000}],"feePrograms":[{"role":"main","program":"Core Advisory Service","feeBasis":"marginal","fee_tiers":[{"to":5000000,"pct":0.25,"from":0},{"to":10000000,"pct":0.15,"from":5000000},{"to":null,"pct":0.1,"from":10000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034313","versionId":1034313,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-03-31","documentName":"ADV PART 2A","fee_rate_low":0.1,"fee_rate_high":0.25,"fee_negotiable":null,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Core Advisory flat financial planning fee","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034313","versionId":1034313,"submittedOn":"2026-03-31","documentName":"ADV PART 2A"},{"role":"other","program":"Financial Consulting Service","summary":"Financial consulting is billed hourly at $300, or $200 for Core Advisory clients on topics outside that service.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034313","versionId":1034313,"submittedOn":"2026-03-31","documentName":"ADV PART 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T13:16:38.111198+00:00","documents":[{"name":"ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034313","versionId":1034313,"submittedOn":"2026-03-31"},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051808","versionId":1051808,"submittedOn":null},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034312","versionId":1034312,"submittedOn":null}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":94530000}],"custodyNote":"Argent Wealth Management does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Scott Jacobsmeyer","title":"President and Chief Compliance Officer","crd":"4954824"}],"ownership":[{"label":"Scott Jacobsmeyer","detail":"President and chief compliance officer in the 75% or more ownership band and a control person, since March 2005."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Texas","offices":1,"addresses":[{"street":"2251 Double Creek DR, Suite 606","city":"Round Rock","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"512-238-6883","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"101-250","assetMix":[{"label":"Exchange-traded equity securities","percent":67},{"label":"Securities issued by registered investment companies or business development companies","percent":33}],"privateFunds":0},"sources":{"adv1FilingDate":"15 July 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Argent Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Argent Wealth Management charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Argent Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Argent Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Argent Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Argent Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Argent Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Argent Wealth Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 15 July 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}