Argent Wealth Management, Inc.

Argent Wealth Management, Inc. (CRD# 135376) is a financial advisory firm headquartered in Round Rock, TX. They manage $98,487,000 in 264 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2251 Double Creek Dr, Suite 606, Round Rock, TX 78664
http://www.awmtx.com/
By the Numbers
  • Total Assets Under Management
    98
    MILLION
  • Total Number of Accounts
    264
    ACCOUNTS
  • Average Account Value
    $373,057
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Argent Wealth Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Scott Jacobsmeyer, financial advisor Round Rock TX
Scott Jacobsmeyer
CRD#: 4954824
2251 Double Creek Drive, Suite 606, Round Rock, TX 78664

Scott Jacobsmeyer (CRD# 4954824) is an Investment Advisor Representative working at Argent Wealth Management, Inc. in Round Rock, TX and has over 19 years of experience in the finance industry.

2
Susan Lipscomb, financial advisor Round Rock TX
Susan P. Lipscomb
CRD#: 4953297
2251 Double Creek Drive, Suite 606, Round Rock, TX 78664

Susan Lipscomb (CRD# 4953297) is an Investment Advisor Representative working at Argent Wealth Management, Inc. in Round Rock, TX and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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