ALLEGIANT WEALTH ADVISORS, LLC

CRD 330239 · SEC 801-130800

4200 EAST SKELLY DRIVE, SUITE 620, TULSA, OK, 74135, United States

Phone

(918) 623-4500

Fax

(918) 518-7732

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.17B

Discretionary AUM

$115.0M

Team

3 total employees; 2 advisory reps

Clients

1-10

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-16

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)

Type	Clients	AUM
High net worth individuals	34	$958.7M

OK, TX

Official SEC filing: View on IAPD