Allegiant Wealth Advisors, Llc
- Regulatory AUM
- $1.2B
- Discretionary
- $115M
- Clients
- 34
- Avg AUM / client
- $34.4M
- Accounts
- 104
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | Fewer than 5 clients | $313K | 0.03% |
| High net worth individuals | 34 | $959M | 82.1% |
| Charitable organizations | Fewer than 5 clients | $170M | 14.6% |
| Corporations and other businesses | Fewer than 5 clients | $39.2M | 3.35% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| James Frederick Arens | Founder & Ceo / Chief Compliance Officer | CFA | Jul 2024 (2y) | ≈ 42.19% – 100% via Frontier Legacy Partners, Llc |
| Lesa Anne Creveling | Registered representative | Jun 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Allegiant Wealth Holdings, Llc | Managing Member | Jul 2024 | A | 75% or more |
| Frontier Legacy Partners, Llc | Managing Member | Jul 2024 | B | ≈ 56.25% – 100% via Allegiant Wealth Holdings, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- James Frederick Arens: 75% – 100% of Frontier Legacy Partners, Llc × 75% – 100% of Allegiant Wealth Holdings, Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Frontier Legacy Partners, Llc: 75% – 100% of Allegiant Wealth Holdings, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/16/2026 | 921 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Fidelity Brokerage Services $1.2B (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 16, 2026.
View current Form ADV (SEC/IAPD) ↗