ARGENT WEALTH ADVISORS, LLC

ARGENT WEALTH ADVISORS, LLC of LAFAYETTE, CA is an SEC-registered investment adviser (CRD 172856). Regulatory assets under management: $47.0M.

Registration

• CRD: 172856
• Type: Registered investment adviser
• Location: 21 LAFAYETTE CIRCLE, LAFAYETTE, CA, 94549
• Phone: 925-282-1740
• Latest filing: 2026-05-12
• Regulatory AUM: $47.0M
• Non-discretionary AUM: $47.0M
• Clients: 1
• Accounts: 104

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 172856 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search