Argent Wealth, LLC

Overview

Argent Wealth, LLC is an SEC registered investment adviser based in Ridgeland, MS, registered since 2021. It reports $487M in assets under management across 844 accounts, with 11 employees. It has 6 investment adviser representatives.

Reported AUM

$487M

Discretionary

100%

Accounts

844

Average account

$577K

Employees

11

Advisory reps

6

Registered since

2021

Jurisdictions

6

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets

Executive officers 3 of 3

• Martin E Palomo IV Principal, Chief Investment Officer CRD 4995216
• Carol Hasson Brock Chief Compliance Officer CRD 7061486
• Matthew Reid Davis Co-Chief Investment Officer CRD 5542559

Advisory reps 3 of 6

• Matthew Reid Davis Insurance Agent · Investment Adviser Rep CRD 5542559
• Cristopher Mckay Dockery Insurance Agent · Investment Adviser Rep CRD 5870461
• John Thurman Everett Insurance Agent · Investment Adviser Rep CRD 7072588

3 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1020 Highland Colony Pkwy Ste 603
Ridgeland, MS 39157

County

Madison

Metro area

Jackson, MS

Region

South

Registrations

• SEC registered
• Registered in 6 jurisdictions
• Website: myargentwealth.com

Every state, with registration dates

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