RIA Intel›Advisers›Virginia›ARDENT WEALTH ADVISORY, LLC

ARDENT WEALTH ADVISORY, LLC

Advisory

MIDLOTHIAN, VA

Data as of Apr 8, 2026 · Source: SEC Form ADV

Average account
$540K
across 45 accounts
AUM per adviser
$24M
1 adviser

Source: SEC Form ADV. Figures as filed Apr 8, 2026.

Total AUM
$24M
Discretionary %
100%
Clients
45
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$24M
Discretionary AUM$24M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients45
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InVA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in VA

Closest by assets under management. All figures from Form ADV.

SIERRA HOTEL FINANCIAL LLC
$24M
VESTEER WEALTH MANAGEMENT, LLC
$24M
RETIREMENT WEALTH MANAGEMENT, INC.
$24M
-9.3% 1Y
RIGHT TAIL CAPITAL LLC
$25M
FOUNDRY CAPITAL MANAGEMENT LLC
$25M
ROUND OAK CAPITAL LLC
CHARLOTTESVILLE, VA
$24M

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