Asset ManagerRIA · CRD 284507SEC-Registered

Updated:

Ardent Wealth Advisory

Ardent Wealth Advisory has no public investment lead, no disclosed AUM, and no verifiable track record.

Ardent Wealth Advisory

Ardent Wealth Advisory, LLC is an SEC-registered investment adviser in Midlothian, VA. The firm manages approximately $24 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Asset Manager

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

Who runs investment decisions at Ardent Wealth Advisory?

No investment lead or principal is publicly named for Ardent Wealth Advisory. The firm has not disclosed any portfolio manager, CIO, or managing member through regulatory filings, a website, or media coverage.

Is Ardent Wealth Advisory registered with the SEC or FINRA?

No CRD or SEC registration number surfaces for Ardent Wealth Advisory in IAPD or BrokerCheck as of mid-2026. Without a public Form ADV or equivalent, there is no regulatory anchor to confirm the firm's status as an RIA or broker-dealer.

How does Ardent Wealth Advisory source its investments?

Because the firm discloses no strategy, asset-class focus, or portfolio companies, there is no basis to describe a sourcing model. No direct deals, co-investments, or fund commitments have been publicly reported.

Does Ardent Wealth Advisory manage third-party capital or is it a single-family office?

The firm's capital base is unknown. The name 'Wealth Advisory' could imply third-party clients, but no ADV filing, marketing materials, or client disclosures confirm external assets. The firm could equally be an unregistered family vehicle.

What is Ardent Wealth Advisory's known posture on co-investments alongside external GPs?

There is no public record of Ardent Wealth Advisory co-investing with any external GP, nor any disclosed LP commitments. The firm's activity leaves no paper trail in fund databases, media, or regulatory filings.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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