Argent Wealth Advisors, LLC

Argent Wealth Advisors, LLC (CRD# 172856) is a financial advisory firm headquartered in Lafayette, CA. They manage $20,711,850 in 65 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    65
    ACCOUNTS
  • Average Account Value
    $318,644
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Argent Wealth Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
James C. Audley
CRD#: 2427000
Lafayette, CA
83
Wealthminder
score

James Audley (CRD# 2427000) is an Investment Advisor Representative working at Argent Wealth Advisors, LLC in Lafayette, CA and has over 22 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.