RIA Intel›Advisers›Massachusetts›ARGENT WEALTH MANAGEMENT, LLC

ARGENT WEALTH MANAGEMENT, LLC

Advisory

N·WALTHAM, MA

Data as of Sep 2, 2020 · Source: SEC Form ADV

Total AUM

$1.8B

1-Year AUM Growth

+15.0%

3-Year CAGR

+4.7%

Employees

16

Assets Under Management

Total AUM$1.8B

Discretionary AUM$1.7B

Non-Discretionary AUM$141M

Discretionary %92.2%

Total Clients—

Team

Total Employees16

Investment Advisers26

Employee Growth (1Y)—

Filing History

Total Filings on Record17

First FilingDec 20, 2013

Latest FilingSep 2, 2020

🔒 Full AUM trend chart and 17 historical filings spanning 7+ 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, LLC

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