ALLEGIANT WEALTH ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$1,168,282,243
Discretionary
$114,984,071
Non-discretionary
$1,053,298,172
Firm details
- CRD number
- 330239
- SEC file number
- 801-130800
- Main office
- TULSA, OK, United States
- Employees
- 3
- SEC status
- Approved
- Website
- https://allegiantwealth.com
- Fee structure
-
Percentage of AUM
As of October 2026.