ARGENT WEALTH, LLC

RIDGELAND, Mississippi·4 registered advisors·CRD# 311685

SEC# 801-1201520601-957-0323

01

Firm Overview

AUM

$403M

Regulatory assets under management

Employees

9

Total firm employees

Advisors

4

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Compensation

Percentage of AUM

03

Specialties

Financial Planning Investment Management Fee-Only Advisory

04

Advisors at ARGENT WEALTH, LLC

4 registered advisors

Cristopher Mckay Dockery

MADISON, Mississippi

Martin E Palomo

RIDGELAND, Mississippi

Matthew Reid Davis

RIDGELAND, Mississippi

Stacey Louis Wall

MADISON, Mississippi

05

Office Locations

MADISON, Mississippi

RIDGELAND, Mississippi

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Data sourced from SEC Form ADV filings. ARGENT WEALTH, LLC (CRD# 311685) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.