Allegiant Wealth Advisors, LLC

Overview

Allegiant Wealth Advisors, LLC is an SEC registered investment adviser based in Tulsa, OK, registered since 2024. It reports $1.2B in assets under management across 104 accounts, with 3 employees. It has 2 investment adviser representatives.

Reported AUM

$1.2B

Discretionary

10%

Accounts

104

Average account

$11.2M

Employees

3

Advisory reps

2

Registered since

2024

Jurisdictions

2

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• High Net Worth Individuals

Fee structure

Percentage of Assets

Executive officers 1 of 1

• James Frederick Arens II Founder, Chief Executive Officer, Chief Compliance Officer CRD 7921383

Advisory reps 2 of 2

• James Frederick Arens II Investment Adviser Rep CRD 7921383
• Lesa Anne Creveling Investment Adviser Rep CRD 8105911

Location

Headquarters

4200 E Skelly Dr Ste 620
Tulsa, OK 74135

County

Tulsa

Metro area

Tulsa, OK

Region

South

Registrations

• SEC registered
• Registered in 2 jurisdictions
• Website: allegiantwealth.com

Every state, with registration dates

Similar firms near Tulsa

• Cavanal Hill Investment Management, Inc.Tulsa, OK$15.2B AUM
• Argonaut Private Capital, LPTulsa, OK$3B AUM
• Trinity Strategic WealthTulsa, OK$1.5B AUM
• Gibraltar Capital Management, Inc.Tulsa, OK$1.3B AUM
• Prescott Group Capital Management L.L.C.Tulsa, OK$1.3B AUM