Allegiant Wealth Advisors, LLC
● SEC registered since 2024CRD 330239SEC# 801-130800Tulsa, OK
Reg. AUM
$1.17B
Employees
3
Accounts
104
Location
Tulsa, OK
Allegiant Wealth Advisors, LLC assets under management
Allegiant Wealth Advisors, LLC is a registered investment adviser overseen by the SEC based in Tulsa, OK. The firm has been registered since 2024. It reports $1.2 billion in regulatory assets under management and employs 3 people.
Allegiant Wealth Advisors, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Allegiant Wealth Holdings, LLC Control | Managing Member | Over 75% | 2024 |
| James Frederick Arens Control | Founder & Ceo / Chief Compliance Officer | Under 5% | 2024 |
| Frontier Legacy Partners, LLC Control | Managing Member | Over 75% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Allegiant Wealth Advisors, LLC manage?
Allegiant Wealth Advisors, LLC reports $1.2 billion in regulatory assets under management on its Form ADV.
How many employees does Allegiant Wealth Advisors, LLC have?
Allegiant Wealth Advisors, LLC reports 3 employees.
Where is Allegiant Wealth Advisors, LLC located?
Allegiant Wealth Advisors, LLC is based in Tulsa, OK and has been SEC-registered since 2024.
Does Allegiant Wealth Advisors, LLC disclose fund performance?
Allegiant Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4200 East Skelly Drive, Suite 620, Tulsa, OK 74135 |
| Phone | (918) 623-4500 |
| Fax | (918) 518-7732 |
| Office hours | 8:00a.m. To 5:00p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.17B▲ 22%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 30%
Larger than 70% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$1.17Bregulatory AUM
Discretionary $115MNon-discretionary $1.05B