SourcingSourcing

ARGENT WEALTH MANAGEMENT, INC.

B55
CRD 135376·SEC 801-134004·ROUND ROCK, TX
AUM
$172.4M
$100M-$500M
Est. Revenue
$1.7M
@ 1% on AUM
Est. EBITDA
$517K
@ 30% margin
Est. Deal Value
$4.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ARGENT WEALTH MANAGEMENT, INC.
CRD
135376
SEC file #
801-134004
EIN
—
DBA names
—

Economics

AUM
$172.4M
AUM band
$100M-$500M
AUM trajectory
'25'26
$137.8M → $172.4M▲ +25%
Client mix
Individuals High Net Worth56
Individuals Other16

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
2 advisors → 1 advisors▼ -50%
Primary office
ROUND ROCK TX
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
awmtx.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
JACOBSMEYER, SCOTT
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
JACOBSMEYER, SCOTT
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
AWMTX.COM
Rdap Domain Creation Date
2005-04-03T23:08:46Z
Rdap Firm Age Years
21
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-04-03T23:08:46Z
Rdap Domain Last Changed
2026-03-24T11:37:58Z
Rdap Nameservers
Ns1.dns-parking.comNs2.dns-parking.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4954824
Trust Company Affiliate
No

People (2)

2
JACOBSMEYER, SCOTT
IAR · Direct Owner · 87.5%
4954824
SUSAN PULLIG LIPSCOMB
IAR
4953297