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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Argent Wealth LLC
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|---|---|
| CRD # | 311685 |
| SEC # | 801-120152 |
| CIK # | 0001801770 |
| AUM | $439.3 M (2025-03-20) |
| Employees | 10 (50% Investors, 0% Brokers) |
| Phone | 601-957-0323 |
| Address | 1020 Highland Colony Parkway Ridgeland, MS 39157 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Toro Combineco Inc | 73.9 | ||
| Apple Inc | 14.9 | ||
| Microsoft Corp | 6.9 | ||
| SPDR Gold Trust | 5.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 301 | 75.9 |
| (b) Individuals (high net worth individuals) | 118 | 333.7 |
| (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 | 4.8 |
| (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 | 14 | 24.9 |
| (n) Other | 0 | 0.0 |
| Total | 787 | 439.3 |
| By Discretionary | ||
| Discretionary | 787 | 439.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 787 | 439.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 439.3 | |
| Total | 787 | 439.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001801770] |
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|---|---|---|
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Global Trust Asset Management LLC
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FL | 0.4 |
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ARC Advisory LLC
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CA | 0.4 |
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AGH Wealth Advisors LLC
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BG Investment Services Inc
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0.4 | |
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Essential Planning LLC
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Foguth Wealth Management LLC
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MI | 0.4 |
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Ceeto Capital Group LLC
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FL | 0.4 |
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Stiles Financial Services Incorporated
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MN | 0.4 |
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Steadtrust LLC
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0.4 | |
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Elevatus Wealth Management LLC
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NY | 0.4 |