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Argent Wealth Management, Inc.

● SEC registered since 2025CRD 135376SEC# 801-134004Round Rock, TX
Export (members)
Reg. AUM
$137.8M
Employees
2
Accounts
283
Location
Round Rock, TX

Argent Wealth Management, Inc. assets under management

Argent Wealth Management, Inc. is an SEC-registered investment adviser based in Round Rock, TX. The firm has been registered since 2025. It reports $137.8 million in regulatory assets under management and employs 2 people.

Argent Wealth Management, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Scott Jacobsmeyer ControlPresident And Chief Compliance Officer50-75%2005
Susan Lipscomb ControlVice President And Secretary/Treasurer50-75%2005

Frequently asked questions

How much does Argent Wealth Management, Inc. manage?

Argent Wealth Management, Inc. reports $137.8 million in regulatory assets under management on its Form ADV.

How many employees does Argent Wealth Management, Inc. have?

Argent Wealth Management, Inc. reports 2 employees.

Where is Argent Wealth Management, Inc. located?

Argent Wealth Management, Inc. is based in Round Rock, TX and has been SEC-registered since 2025.

Does Argent Wealth Management, Inc. disclose fund performance?

Argent Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2251 Double Creek Dr, Suite 606, Round Rock, TX 78664-3831
Phone512-238-6883
Office hoursBy Appointment
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary
Non-discretionary$137.8M
Total (RAUM)$137.8M