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Allegiant Wealth Strategies

EST. AUM
$176,000,000

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Firm Details

Metro area Grand Rapids
CRD Number
Website allegiantws.com
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Overview

Allegiant Wealth Strategies is a full-service wealth management practice and planning-led independent advisory firm based in Battle Creek, Michigan. In May 2026, following a thorough year-long evaluation of the independent broker-dealer landscape, the firm transitioned its full operations to join Cetera Financial Group’s selective, membership-style Summit Financial Networks community, utilizing Fidelity’s NFS platform for custody and clearing. The firm's general investment approach centers strictly on high-touch, long-term wealth preservation and reliable income insulation designed specifically for a predominantly retired and pre-retiree client demographic.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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