Argent Wealth Management
Finance · Texas, United States · 1-10 Employees
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Overview
Headquarters
2251 Double Creek Dr Ste 606, Round Rock...Phone Number
(512) 238-6883Website
www.awmtx.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Argent Wealth Management
Argent Wealth Management, Inc. is a Fee-Only Registered Investment Adviser that provides financial planning and investment advisory services to clients in Texas and across the nation. The firm offers a variety of services and fee structures tailored to meet the diverse needs of its clients, emphasizing simplicity and clarity in their financial strategies. They focus on making investment recommendations based on controllable factors such as risk tolerance and tax efficiency, rather than market timing. Argent Wealth Management prioritizes communication and collaboration with clients and their other advisors to ensure a comprehensive approach to financial planning.Explore more
Argent Wealth Management Org Chart
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Argent Wealth Management financials insights
Gather financial insights about Argent Wealth Management, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$350K
Argent Wealth Management Tech Stack
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Most Recent Scoops
Funding
Left Company
Executive Move
David D'Amico, Managing Director & Chief Operating Officer, has left the organization and now serves as Group VP, New England Market Leader at Wilmington Trust Corporation.
Funding
Argent Wealth Management has received an SBA PPP loan for $350,000-1 million from Leader Bank.
Funding
Argent Wealth Management News & Media
US in the news: Sanctuary Wealth names COO
A round-up of people moves and M&A deals across North America #ma #peoplemoves #usHightower Makes Strategic Investment in Argent Wealth Management
CHICAGO, Aug. 27, 2020 /PRNewswire/ -- Hightower today announced it has made a strategic investment in Argent Wealth Management, a $1.7 billion advisory practice based in Waltham, Mass. Argent will leverage Hightower's middle and back-office support and community expertise to focus on...
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Argent Wealth Management, Inc. is a Fee-Only Registered Investment Adviser that provides financial planning and investment advisory services to clients in Texas and across the nation. The firm offers a variety of services and fee structures tailored to meet the diverse needs of its clients, emphasizing simplicity and clarity in their financial stra... Read More
