# ALLEGIANT WEALTH ADVISORS, LLC

ALLEGIANT WEALTH ADVISORS, LLC of TULSA, OK is an SEC-registered investment adviser.

## Registration

- CRD: 330239
- Type: SEC-registered investment adviser
- SEC file number: 801-130800
- 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)

| Name | Role | Location |
| --- | --- | --- |
| James Frederick Arens | FOUNDER & CEO / CHIEF COMPLIANCE OFFICER; MANAGING MEMBER | — |
| Arens James Frederick | FOUNDER & CEO / CHIEF COMPLIANCE OFFICER; MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/330239/brochure
- Similar advisers: https://search.stillhousedata.com/firm/330239/similar
- Related entities: https://search.stillhousedata.com/firm/330239/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/330239

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.