|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Allegiant Wealth Advisors LLC
✚
|
|
|---|---|
| CRD # | 330239 |
| SEC # | 801-130800 |
| CIK # | |
| AUM | $956.5 M (2025-06-05) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 918-623-4500 |
| Address | 4200 East Skelly Drive Tulsa, OK 74135 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 761.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 149.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 45.1 |
| (n) Other | 0 | 0.0 |
| Total | 18 | 956.5 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 18 | 956.5 |
| Total | 18 | 956.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 956.5 | |
| Total | 18 | 956.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
The Gleason Group Inc
✚
|
KY | 1.0 |
|
Laurel Wealth Advisors LLC
✚
|
NC | 1.0 |
|
Geometric Wealth Advisors LLC
✚
|
1.0 | |
|
Stepp & Rothwell Inc
✚
|
KS | 1.0 |
|
Cheviot Value Management LLC
✚
|
CA | 1.0 |
|
Waypoint Capital Advisors LLC
✚
|
MN | 0.9 |
|
FSM Wealth Advisors LLC
✚
|
OH | 0.9 |
|
Greatmark Investment Partners Inc
✚
|
GA | 0.9 |
|
Talbot Financial LLC
✚
|
WA | 0.9 |
|
Southern Financial Group LLC
✚
|
AL | 0.9 |