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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $956.5M | $0 | $956.5M | 3 | 0 |
| Jun 2025 | $956.5M | $0 | $956.5M | 3 | 0 |
| Mar 2025 | $956.5M | $0 | $956.5M | 3 | 0 |
| Sep 2024 | $393.1M | $0 | $393.1M | 2 | 0 |
| Sep 2024 | $393.1M | $0 | $393.1M | 3 | 0 |
| Aug 2024 | $393.1M | $0 | $393.1M | 3 | 0 |
| Jul 2024 | $0 | $0 | $0 | 3 | 0 |
| Jul 2024 | $0 | $0 | $0 | 3 | 0 |
| Jun 2024 | $0 | $0 | $0 | 3 | 0 |
DateOct 2025
Total AUM$956.5M
Discretionary$0
Non-Disc.$956.5M
Employees3
Clients0
DateJun 2025
Total AUM$956.5M
Discretionary$0
Non-Disc.$956.5M
Employees3
Clients0
DateMar 2025
Total AUM$956.5M
Discretionary$0
Non-Disc.$956.5M
Employees3
Clients0
DateSep 2024
Total AUM$393.1M
Discretionary$0
Non-Disc.$393.1M
Employees2
Clients0
DateSep 2024
Total AUM$393.1M
Discretionary$0
Non-Disc.$393.1M
Employees3
Clients0
DateAug 2024
Total AUM$393.1M
Discretionary$0
Non-Disc.$393.1M
Employees3
Clients0
DateJul 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJul 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJun 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0