ALLEGIANT WEALTH ADVISORS, LLC

ALLEGIANT WEALTH ADVISORS, LLC of TULSA, OK is an SEC-registered investment adviser (CRD 330239). Regulatory assets under management: $1.2B.

Registration

• CRD: 330239
• SEC file number: 801-130800
• Type: Registered investment adviser
• Location: 4200 EAST SKELLY DRIVE, SUITE 620, TULSA, OK, 74135
• Phone: (918) 623-4500
• Latest filing: 2026-03-16
• Regulatory AUM: $1.2B
• Discretionary AUM: $115.0M
• Non-discretionary AUM: $1.1B
• Clients: 3
• Accounts: 104

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pooled vehicles.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 330239 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search