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Argent Wealth Management, Inc.

EST. AUM
$172,406,000

CONTACTS
2

CLIENT ACCOUNTS
308

Firm Details

Metro area Austin
CRD Number 135376
Website awmtx.com
Client types

Overview

Argent Wealth Management, Inc. is a fee‑only, SEC-registered investment advisory firm based in Round Rock, Texas, providing fiduciary-aligned financial planning and investment management services to individual and institutional clients both within Texas and nationwide. The firm favors simplicity over complexity, tailoring its approach based on client risk tolerance, asset allocation, costs, and tax efficiency—and typically recommends using index mutual funds and ETFs held at custodians like Schwab or Vanguard.

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Address

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

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