| Name | Title | Ownership | Since |
|---|---|---|---|
| Allegiant Wealth Holdings, LLC Control | Managing Member | Over 75% | 2024 |
| James Frederick Arens Control | Founder & Ceo / Chief Compliance Officer | Under 5% | 2024 |
| Frontier Legacy Partners, LLC Control | Managing Member | Over 75% | 2024 |
Allegiant Wealth Advisors, LLC reports $956.5 million in regulatory assets under management on its Form ADV.
Allegiant Wealth Advisors, LLC reports 3 employees.
Allegiant Wealth Advisors, LLC is based in Tulsa, OK and has been SEC-registered since 2024.
Allegiant Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 4200 East Skelly Drive, Suite 620, Tulsa, OK 74135 |
| Phone | (918) 623-4500 |
| Fax | (918) 518-7732 |
| Office hours | 8:00a.m. To 5:00p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | — |
| Non-discretionary | $956.5M |
| Total (RAUM) | $956.5M |