RIA Intel›Advisers›Massachusetts›ARGENT WEALTH MANAGEMENT, INC.

ARGENT WEALTH MANAGEMENT, INC.

Advisory

N·WALTHAM, MA

Data as of Jan 9, 2014 · Source: SEC Form ADV

Total AUM

$1.2B

1-Year AUM Growth

+127.5%

3-Year CAGR

+42.6%

Employees

12

Assets Under Management

Total AUM$1.2B

Discretionary AUM$1.0B

Non-Discretionary AUM$238M

Discretionary %80.9%

Total Clients—

Team

Total Employees12

Investment Advisers21

Employee Growth (1Y)—

Filing History

Total Filings on Record24

First FilingFeb 14, 2001

Latest FilingJan 9, 2014

🔒 Full AUM trend chart and 24 historical filings spanning 13+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ARGENT WEALTH MANAGEMENT, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.