Allegiant Wealth Advisors
Investment Management • 
4200 E Skelly Dr, Suite 620, United States • 1-10 Employees
Company overview
| Headquarters | 4200 E Skelly Dr, Suite 620, Tulsa, Oklahoma 74135, US |
| Website | |
| NAICS | 5231 |
| Employees | 1-10 |
Key Contact at Allegiant Wealth Advisors
Jim Arens
Founder & CEO
About Allegiant Wealth Advisors
Allegiant Wealth Advisors is an independent wealth management firm committed to helping you simplify financial life, protect and grow wealth, and achieve peace of mind across every stage of life. We do so by delivering comprehensive, tailored and integrated services to help you manage your evolving needs and achieve your long-term goals. Key service areas include investment management, retirement planning, trust and estate planning, tax planning, holistic investment integration, and family office services. We believe the most rewarding part of our work is developing long-term, multi-generational client relationships driven by trust and loyalty. That is why we stay focused on “going the extra mile” to ensure exceptional service and exceeding client expectations whenever possible. We are a registered investment advisor (RIA). We are fiduciaries that act in the best interests of our clients. To learn more about us, visit allegiantwealth.com or email info@allegiantwealth.com.
Allegiant Wealth Advisors revenue & valuation
| Annual revenue | $256,665 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $821,328 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Allegiant Wealth Advisors has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Allegiant Wealth Advisors has never raised funding before.
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