ALLEGIANT WEALTH ADVISORS, LLC
CRD #330239 SEC #801-130800 TULSA, OK (918) 623-4500
SEC Registered
Total AUM
$956.5M
Discretionary
$0
Employees
3
Clients
0
Accounts
18
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 24, 2025
- Branch Offices
- 0
- LEI
- 254900UEICTE4XT95202
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Arens, James, Frederick | I | FOUNDER & CEO / CHIEF COMPLIANCE OFFICER | NA | Control |
| Arens, James, Frederick | I | FOUNDER & CEO / CHIEF COMPLIANCE OFFICER | NA | Control |
| Arens, James, Frederick | I | FOUNDER & CEO / CHIEF COMPLIANCE OFFICER | NA | Control |
| Arens, James, Frederick | I | FOUNDER & CEO / CHIEF COMPLIANCE OFFICER | NA | Control |
| Arens, James, Frederick | I | FOUNDER & CEO / CHIEF COMPLIANCE OFFICER | NA | Control |
| Arens, James, Frederick | I | FOUNDER & CEO / CHIEF COMPLIANCE OFFICER | NA | Control |
| Arens, James, Frederick | I | FOUNDER & CEO / CHIEF COMPLIANCE OFFICER | NA | Control |
| Arens, James, Frederick | I | FOUNDER & CEO / CHIEF COMPLIANCE OFFICER | NA | Control |
| Arens, James, Frederick | I | FOUNDER & CEO / CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLEGIANT WEALTH HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| ALLEGIANT WEALTH HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| ALLEGIANT WEALTH HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| ALLEGIANT WEALTH HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| ALLEGIANT WEALTH HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| ALLEGIANT WEALTH HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| ALLEGIANT WEALTH HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| ALLEGIANT WEALTH HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| Arens, James, Frederick | I | FRONTIER LEGACY PARTNERS, LLC | E | Control |
| Arens, James, Frederick | I | FRONTIER LEGACY PARTNERS, LLC | E | Control |
| Arens, James, Frederick | I | FRONTIER LEGACY PARTNERS, LLC | E | Control |
| Arens, James, Frederick | I | FRONTIER LEGACY PARTNERS, LLC | E | Control |
| Arens, James, Frederick | I | FRONTIER LEGACY PARTNERS, LLC | E | Control |
| FRONTIER LEGACY PARTNERS, LLC | DE | ALLEGIANT WEALTH HOLDINGS, LLC | E | Control |
| FRONTIER LEGACY PARTNERS, LLC | DE | ALLEGIANT WEALTH HOLDINGS, LLC | E | Control |
| FRONTIER LEGACY PARTNERS, LLC | DE | ALLEGIANT WEALTH HOLDINGS, LLC | E | Control |
| FRONTIER LEGACY PARTNERS, LLC | DE | ALLEGIANT WEALTH HOLDINGS, LLC | E | Control |
| FRONTIER LEGACY PARTNERS, LLC | DE | ALLEGIANT WEALTH HOLDINGS, LLC | E | Control |
Registrations
Federal
IA
Oct 24, 2025 REGISTERED
Notice Filings (2)
OK TX
Address
4200 EAST SKELLY DRIVESUITE 620
TULSA, OK 74135
United States
Phone: (918) 623-4500