RIA Intel›Advisers›California›ARGENT WEALTH ADVISORS, LLC

ARGENT WEALTH ADVISORS, LLC

Advisory

LAFAYETTE, CA

Data as of May 12, 2026 · Source: SEC Form ADV

Rank in CA

#3,527

of 5,480 advisers by AUM

Average account

$452K

across 104 accounts

AUM per adviser

$47M

1 advisers

Source: SEC Form ADV. Figures as filed May 12, 2026.

Total AUM

$47M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$47M

Discretionary AUM$0

Non-Discretionary AUM$47M

Discretionary %0%

Total Clients49

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

49 clients

The full client-type breakdown and the share of AUM each category represents.

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