ARGENT WEALTH, LLC
CRD #311685 SEC #801-120152 RIDGELAND, MS 601-957-0323
SEC Registered
Total AUM
$439.3M
Discretionary
$439.3M
Employees
10
Clients
0
Accounts
787
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Mississippi
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 20, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BROCK, CAROL, HASSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROCK, CAROL, HASSON | I | CCO | NA | Control |
| BROCK, CAROL, HASSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROCK, CAROL, HASSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROCK, CAROL, HASSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROCK, CAROL, HASSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROCK, CAROL, HASSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROCK, CAROL, HASSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROCK, CAROL, HASSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROCK, CAROL, HASSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROCK, CAROL, HASSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROCK, CAROL, HASSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROCK, CAROL, HASSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROCK, CAROL, HASSON | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | Control |
| BROCK, CAROL, HASSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROCK, CAROL, HASSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROCK, CAROL, HASSON | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | Control |
| BROCK, CAROL, HASSON | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | Control |
| BROCK, CAROL, HASSON | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | Control |
| BROCK, CAROL, HASSON | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | Control |
| BROCK, CAROL, HASSON | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | Control |
| DAVIS, MATTHEW, REID | I | CO-CHIEF INVESTMENT OFFICER | NA | |
| DAVIS, MATTHEW, REID | I | CO-CHIEF INVESTMENT OFFICER | NA | |
| DAVIS, MATTHEW, REID | I | CHIEF INVESTMENT OFFICER | NA | |
| DAVIS, MATTHEW, REID | I | CO-CHIEF INVESTMENT OFFICER | NA | |
| DAVIS, MATTHEW, REID | I | CHIEF INVESTMENT OFFICER | NA | |
| DAVIS, MATTHEW, REID | I | CHIEF INVESTMENT OFFICER | NA | |
| PALOMO, MARTIN, E | I | PRINCIPAL, CHIEF INVESTMENT OFFICER | NA | |
| PALOMO, MARTIN, E | I | PRINCIPAL, CHIEF INVESTMENT OFFICER | NA | |
| PALOMO, MARTIN, E | I | PRINCIPAL, CHIEF INVESTMENT OFFICER | NA | |
| PALOMO, MARTIN, E | I | PRINCIPAL, CHIEF INVESTMENT OFFICER | NA | |
| PALOMO, MARTIN, E | I | PRINCIPAL, CHIEF INVESTMENT OFFICER | NA | |
| PALOMO, MARTIN, E | I | PRINCIPAL, CHIEF INVESTMENT OFFICER | NA | |
| PALOMO, MARTIN, E | I | PRINCIPAL, CHIEF INVESTMENT OFFICER | NA | |
| PALOMO, MARTIN, E | I | PRINCIPAL, CHIEF INVESTMENT OFFICER | NA | |
| PALOMO, MARTIN, E | I | PRINCIPAL, CHIEF INVESTMENT OFFICER | NA | |
| PALOMO, MARTIN, E | I | PRINCIPAL, CHIEF INVESTMENT OFFICER | NA | |
| PALOMO, MARTIN, E | I | PRINCIPAL, CHIEF INVESTMENT OFFICER | NA | |
| PALOMO, MARTIN, E | I | PRINCIPAL, CHIEF INVESTMENT OFFICER | NA | Control |
| PALOMO, MARTIN, E | I | PRINCIPAL, CHIEF INVESTMENT OFFICER | NA | |
| PALOMO, MARTIN, E | I | PRINCIPAL, CHIEF INVESTMENT OFFICER | NA | |
| PALOMO, MARTIN, E | I | PRINCIPAL, CHIEF INVESTMENT OFFICER | NA | Control |
| PALOMO, MARTIN, E | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| PALOMO, MARTIN, E | I | PRINCIPAL, CHIEF INVESTMENT OFFICER | NA | Control |
| PALOMO, MARTIN, E | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| PALOMO, MARTIN, E | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| ARGENT FINANCIAL GROUP, INC. | DE | HOLDING COMPANY | E | Control |
| ARGENT FINANCIAL GROUP, INC. | DE | HOLDING COMPANY | E | Control |
| ARGENT FINANCIAL GROUP, INC. | DE | HOLDING COMPANY | E | Control |
| ARGENT FINANCIAL GROUP, INC. | DE | HOLDING COMPANY | E | Control |
| ARGENT FINANCIAL GROUP, INC. | DE | HOLDING COMPANY | E | Control |
| PINNACLE HOLDING COMPANY, LLC | DE | OWNER | E | Control |
| PINNACLE HOLDING COMPANY, LLC | DE | HOLDING COMPANY | E | Control |
| PINNACLE HOLDING COMPANY, LLC | DE | OWNER | E | Control |
| PINNACLE HOLDING COMPANY, LLC | DE | OWNER | E | Control |
| PINNACLE HOLDING COMPANY, LLC | DE | OWNER | E | Control |
| PINNACLE HOLDING COMPANY, LLC | DE | OWNER | E | Control |
| PINNACLE HOLDING COMPANY, LLC | DE | OWNER | E | Control |
| PINNACLE HOLDING COMPANY, LLC | DE | OWNER | E | Control |
| PINNACLE HOLDING COMPANY, LLC | DE | OWNER | E | Control |
| PINNACLE HOLDING COMPANY, LLC | DE | OWNER | E | Control |
| ARGENT FINANCIAL GROUP, INC. | DE | HOLDING COMPANY | D | Control |
| ARGENT FINANCIAL GROUP, INC. | DE | HOLDING COMPANY | D | Control |
| ARGENT FINANCIAL GROUP, INC. | DE | HOLDING COMPANY | D | Control |
| ARGENT FINANCIAL GROUP, INC. | DE | HOLDING COMPANY | D | Control |
| ARGENT FINANCIAL GROUP, INC. | DE | HOLDING COMPANY | D | Control |
| ARGENT FINANCIAL GROUP, INC. | DE | HOLDING COMPANY | D | Control |
| ARGENT FINANCIAL GROUP, INC. | DE | HOLDING COMPANY | D | Control |
| ARGENT FINANCIAL GROUP, INC. | DE | HOLDING COMPANY | D | Control |
| ASTILLA HOLDINGS, LLC | DE | HOLDING COMPANY | D | Control |
| ASTILLA HOLDINGS, LLC | DE | HOLDING COMPANY | D | Control |
| ASTILLA HOLDINGS, LLC | DE | HOLDING COMPANY | D | Control |
| ASTILLA HOLDINGS, LLC | DE | HOLDING COMPANY | D | Control |
| ASTILLA HOLDINGS, LLC | DE | HOLDING COMPANY | D | Control |
| ASTILLA HOLDINGS, LLC | DE | HOLDING COMPANY | D | Control |
| ASTILLA HOLDINGS, LLC | DE | HOLDING COMPANY | D | Control |
| ASTILLA HOLDINGS, LLC | DE | HOLDING COMPANY | D | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| DOCKERY, CRISTOPHER, MCKAY | I | ASTILLA HOLDINGS, LLC | C | |
| DOCKERY, CRISTOPHER, MCKAY | I | ASTILLA HOLDINGS, LLC | C | |
| DOCKERY, CRISTOPHER, MCKAY | I | ASTILLA HOLDINGS, LLC | C | |
| DOCKERY, CRISTOPHER, MCKAY | I | ASTILLA HOLDINGS, LLC | C | |
| DOCKERY, CRISTOPHER, MCKAY | I | ASTILLA HOLDINGS, LLC | C | |
| DOCKERY, CRISTOPHER, MCKAY | I | ASTILLA HOLDINGS, LLC | C | |
| Dallas, Thomas, Walton | I | PINNACLE HOLDING COMPANY, LLC | C | Control |
| Dallas, Thomas, Walton | I | PINNACLE HOLDING COMPANY, LLC | C | Control |
| Dallas, Thomas, Walton | I | PINNACLE HOLDING COMPANY, LLC | C | Control |
| Dallas, Thomas, Walton | I | PINNACLE HOLDING COMPANY, LLC | C | Control |
| Dallas, Thomas, Walton | I | PINNACLE HOLDING COMPANY, LLC | C | Control |
| Dallas, Thomas, Walton | I | PINNACLE HOLDING COMPANY, LLC | C | Control |
| Dallas, Thomas, Walton | I | PINNACLE HOLDING COMPANY, LLC | C | Control |
| Dallas, Thomas, Walton | I | PINNACLE HOLDING COMPANY, LLC | C | Control |
| Dallas, Thomas, Walton | I | PINNACLE HOLDING COMPANY, LLC | C | Control |
| Dallas, Thomas, Walton | I | PINNACLE HOLDING COMPANY, LLC | C | Control |
| PALOMO, MARTIN, E | I | ASTILLA HOLDINGS, LLC | C | Control |
| PALOMO, MARTIN, E | I | ASTILLA HOLDINGS, LLC | C | Control |
| PALOMO, MARTIN, E | I | ASTILLA HOLDINGS, LLC | C | Control |
| PALOMO, MARTIN, E | I | ASTILLA HOLDINGS, LLC | C | Control |
| PALOMO, MARTIN, E | I | ASTILLA HOLDINGS, LLC | C | Control |
| PALOMO, MARTIN, E | I | ASTILLA HOLDINGS, LLC | C | Control |
| WALL, STACEY, LOUIS | I | PINNACLE HOLDING COMPANY, LLC | C | Control |
| WALL, STACEY, LOUIS | I | PINNACLE HOLDING COMPANY, LLC | C | Control |
| WALL, STACEY, LOUIS | I | PINNACLE HOLDING COMPANY, LLC | C | Control |
| WALL, STACEY, LOUIS | I | PINNACLE HOLDING COMPANY, LLC | C | Control |
| WALL, STACEY, LOUIS | I | PINNACLE HOLDING COMPANY, LLC | C | Control |
| WALL, STACEY, LOUIS | I | PINNACLE HOLDING COMPANY, LLC | C | Control |
| WALL, STACEY, LOUIS | I | PINNACLE HOLDING COMPANY, LLC | C | Control |
| WALL, STACEY, LOUIS | I | PINNACLE HOLDING COMPANY, LLC | C | Control |
| WALL, STACEY, LOUIS | I | PINNACLE HOLDING COMPANY, LLC | C | Control |
| WALL, STACEY, LOUIS | I | PINNACLE HOLDING COMPANY, LLC | C | Control |
Registrations
Federal
IA
Mar 20, 2025 REGISTERED
Notice Filings (6)
AL FL LA MS TN TX
Address
1020 HIGHLAND COLONY PARKWAYSUITE 603
RIDGELAND, MS 39157
United States
Phone: 601-957-0323