Investment adviser · CRD 330239
ALLEGIANT WEALTH ADVISORS, LLC
Investment adviser filing (IA)
TULSA, OK, United States · Form ADV filed Mar 16, 2026
- Regulatory AUM
- $1.17B Form ADV · Item 5.F
- Client accounts
- 104 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 34 | $958,662,187 | 82.1% |
| Charities | Fewer than 5 | $170,152,254 | 14.6% |
| Corporations & businesses | Fewer than 5 | $39,154,949 | 3.4% |
| Individuals | Fewer than 5 | $312,853 | 0.0% |
Filing source
Form ADV 2074359 · Mar 16, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 16, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
4200 EAST SKELLY DRIVE, SUITE 620TULSA, OK, 74135, United States
CRD 330239
Filing source
Form ADV 2074359 · Mar 16, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.