A complete list of active advisors currently associated with Allegiant Wealth Advisors, LLC

Warmer can help you find a great advisor at Allegiant Wealth Advisors, LLC or one who fits your needs even better.

Allegiant Wealth serves a small number of primarily high‑net‑worth clients — individuals, trusts, estates, charitable organizations and businesses — providing investment management, comprehensive financial planning, trust and estate planning, and family office services. The firm generally requires a minimum relationship size of $1,000,000 and charges percentage‑of‑AUM fees for portfolio management. The firm constructs customized, mainly long‑term portfolios using stocks, bonds, ETFs and mutual funds and applies fundamental analysis in security selection, while retaining flexibility to rebalance or trade as needed. Although it offers both discretionary and non‑discretionary services, the majority of assets are managed on a non‑discretionary basis, meaning the advisor typically obtains client consent before executing trades. What distinguishes the firm from many peers is its scale relative to team size: a small advisory team (two advisors) manages roughly $1.17 billion in client assets, resulting in unusually high AUM per advisor and concentrated client relationships (34 clients). The advisor also maintains an institutional platform relationship for custody and research support and provides family‑office style reporting and coordination alongside its advisory services.

To learn more about the advisors currently working at Allegiant Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.