ARGENT WEALTH MANAGEMENT, LLC
CRD #170099 SEC #801-79004 WALTHAM, MA 7812904900
SEC Registered Private Funds
Total AUM
$1.8B
Discretionary
$1.7B
Employees
26
Clients
101
Accounts
1,943
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 18, 2020
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BALDWIN, WILLIAM, THOMAS | I | MANAGING DIRECTOR | NA | Control |
| BALDWIN, WILLIAM, THOMAS | I | MANAGING DIRECTOR | NA | Control |
| BALDWIN, WILLIAM, THOMAS | I | MANAGING DIRECTOR | NA | Control |
| BALDWIN, WILLIAM, THOMAS | I | MANAGING DIRECTOR | NA | Control |
| BALDWIN, WILLIAM, THOMAS | I | MANAGING DIRECTOR | NA | Control |
| BALDWIN, WILLIAM, THOMAS | I | MANAGING DIRECTOR | NA | Control |
| BALDWIN, WILLIAM, THOMAS | I | MANAGING DIRECTOR | NA | Control |
| BALDWIN, WILLIAM, THOMAS | I | MANAGING DIRECTOR | NA | Control |
| BALDWIN, WILLIAM, THOMAS | I | MANAGING DIRECTOR | NA | Control |
| D'AMICO, DAVID, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| D'AMICO, DAVID, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| D'AMICO, DAVID, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| D'AMICO, DAVID, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| D'AMICO, DAVID, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| D'AMICO, DAVID, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| D'AMICO, DAVID, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| DUCHESNEAU, DAVID, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| DUCHESNEAU, DAVID, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| DUCHESNEAU, DAVID, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| DUCHESNEAU, DAVID, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| DUCHESNEAU, DAVID, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| DUCHESNEAU, DAVID, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| DUCHESNEAU, DAVID, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| DUCHESNEAU, DAVID, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| DUCHESNEAU, DAVID, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| FINN, JOSEPH, EDWARD | I | DIRECTOR, BUSINESS DEVELOPMENT | NA | Control |
| FINN, JOSEPH, EDWARD | I | DIRECTOR, BUSINESS DEVELOPMENT | NA | Control |
| FINN, JOSEPH, EDWARD | I | DIRECTOR, BUSINESS DEVELOPMENT | NA | Control |
| FINN, JOSEPH, EDWARD | I | DIRECTOR, BUSINESS DEVELOPMENT | NA | Control |
| FINN, JOSEPH, EDWARD | I | DIRECTOR, BUSINESS DEVELOPMENT | NA | Control |
| FINN, JOSEPH, EDWARD | I | DIRECTOR, BUSINESS DEVELOPMENT | NA | Control |
| FONTES, INEZ | I | BUSINESS MANAGER | NA | |
| FONTES, INEZ | I | BUSINESS MANAGER | NA | |
| FONTES, INEZ | I | BUSINESS MANAGER | NA | |
| FONTES, INEZ | I | BUSINESS MANAGER | NA | |
| FONTES, INEZ | I | BUSINESS MANAGER | NA | |
| FONTES, INEZ | I | BUSINESS MANAGER | NA | |
| FONTES, INEZ | I | BUSINESS MANAGER | NA | |
| FONTES, INEZ | I | BUSINESS MANAGER | NA | |
| FONTES, INEZ | I | BUSINESS MANAGER | NA | |
| FONTES, INEZ | I | BUSINESS MANAGER | NA | |
| FONTES, INEZ | I | BUSINESS MANAGER | NA | |
| GAMEL, BETH, COHN | I | MANAGING DIRECTOR | NA | Control |
| GAMEL, BETH, COHN | I | MANAGING DIRECTOR | NA | Control |
| GAMEL, BETH, COHN | I | MANAGING DIRECTOR | NA | Control |
| GAMEL, BETH, COHN | I | MANAGING DIRECTOR | NA | Control |
| GAMEL, BETH, COHN | I | MANAGING DIRECTOR | NA | Control |
| GAMEL, BETH, COHN | I | MANAGING DIRECTOR | NA | Control |
| GAMEL, BETH, COHN | I | MANAGING DIRECTOR | NA | Control |
| GAMEL, BETH, COHN | I | MANAGING DIRECTOR | NA | Control |
| GAMEL, BETH, COHN | I | MANAGING DIRECTOR | NA | Control |
| GAMEL, BETH, COHN | I | MANAGING DIRECTOR | NA | Control |
| GAMEL, BETH, COHN | I | MANAGING DIRECTOR | NA | Control |
| GAMEL, BETH, COHN | I | MANAGING DIRECTOR | NA | Control |
| GAMEL, BETH, COHN | I | MANAGING DIRECTOR | NA | Control |
| GAMEL, BETH, COHN | I | MANAGING DIRECTOR | NA | Control |
| GAMEL, BETH, COHN | I | MANAGING DIRECTOR | NA | Control |
| JACOBS, JEROME, JAY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| JACOBS, JEROME, JAY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| JACOBS, JEROME, JAY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| JACOBS, JEROME, JAY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| JACOBS, JEROME, JAY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| JACOBS, JEROME, JAY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KAHN, RICHARD, DANIEL | I | CHIEF COMPLIANCE OFFICER AND MANAGING DIRECTOR | NA | Control |
| KAHN, RICHARD, DANIEL | I | CHIEF COMPLIANCE OFFICER AND MANAGING DIRECTOR | NA | Control |
| KAHN, RICHARD, DANIEL | I | CHIEF COMPLIANCE OFFICER AND MANAGING DIRECTOR | NA | Control |
| KAHN, RICHARD, DANIEL | I | CHIEF COMPLIANCE OFFICER AND MANAGING DIRECTOR | NA | Control |
| KAHN, RICHARD, DANIEL | I | CHIEF COMPLIANCE OFFICER AND MANAGING DIRECTOR | NA | Control |
| KAHN, RICHARD, DANIEL | I | CHIEF COMPLIANCE OFFICER AND MANAGING DIRECTOR | NA | Control |
| KAHN, RICHARD, DANIEL | I | CHIEF COMPLIANCE OFFICER AND MANAGING DIRECTOR | NA | Control |
| KAHN, RICHARD, DANIEL | I | CHIEF COMPLIANCE OFFICER AND MANAGING DIRECTOR | NA | Control |
| RISTUCCIA, MATTHEW, SAPIR | I | CHIEF INVESTMENT OFFICER | NA | Control |
| RISTUCCIA, MATTHEW, SAPIR | I | CHIEF INVESTMENT OFFICER | NA | Control |
| RISTUCCIA, MATTHEW, SAPIR | I | CHIEF INVESTMENT OFFICER | NA | Control |
| RISTUCCIA, MATTHEW, SAPIR | I | CHIEF INVESTMENT OFFICER | NA | Control |
| ARGENT WEALTH MANAGEMENT, INC. | DE | OWNER | E | Control |
| ARGENT WEALTH MANAGEMENT, INC. | DE | OWNER | E | Control |
| ARGENT WEALTH MANAGEMENT, INC. | DE | OWNER | E | Control |
| ARGENT WEALTH MANAGEMENT, INC. | DE | OWNER | E | Control |
| ARGENT WEALTH MANAGEMENT, INC. | DE | OWNER | E | Control |
| ARGENT WEALTH MANAGEMENT, INC. | DE | OWNER | E | Control |
| ARGENT WEALTH MANAGEMENT, INC. | DE | OWNER | E | Control |
| ARGENT WEALTH MANAGEMENT, INC. | DE | OWNER | E | Control |
| ARGENT WEALTH MANAGEMENT, INC. | DE | OWNER | E | Control |
| ARGENT WEALTH MANAGEMENT, INC. | DE | OWNER | E | Control |
| ARGENT WEALTH MANAGEMENT, INC. | DE | OWNER | E | Control |
| ARGENT WEALTH MANAGEMENT, INC. | DE | OWNER | E | Control |
| ARGENT WEALTH MANAGEMENT, INC. | DE | OWNER | E | Control |
| ARGENT WEALTH MANAGEMENT, INC. | DE | OWNER | E | Control |
| ARGENT WEALTH MANAGEMENT, INC. | DE | OWNER | E | Control |
| ARGENT WEALTH MANAGEMENT, INC. | DE | OWNER | E | Control |
| ARGENT WEALTH MANAGEMENT, INC. | DE | OWNER | E | Control |
| DUCHESNEAU, DAVID, MICHAEL | I | MANAGING DIRECTOR | E | Control |
| DUCHESNEAU, DAVID, MICHAEL | I | MANAGING DIRECTOR | E | Control |
| DUCHESNEAU, DAVID, MICHAEL | I | MANAGING DIRECTOR | E | Control |
| DUCHESNEAU, DAVID, MICHAEL | I | MANAGING DIRECTOR | E | Control |
| DUCHESNEAU, DAVID, MICHAEL | I | MANAGING DIRECTOR | E | Control |
| DUCHESNEAU, DAVID, MICHAEL | I | MANAGING DIRECTOR | E | Control |
| BALDWIN, WILLIAM, THOMAS | I | MANAGING DIRECTOR | C | Control |
| BALDWIN, WILLIAM, THOMAS | I | MANAGING DIRECTOR | C | Control |
| BALDWIN, WILLIAM, THOMAS | I | MANAGING DIRECTOR | C | Control |
| BALDWIN, WILLIAM, THOMAS | I | MANAGING DIRECTOR | C | Control |
| BALDWIN, WILLIAM, THOMAS | I | MANAGING DIRECTOR | C | Control |
| BALDWIN, WILLIAM, THOMAS | I | MANAGING DIRECTOR | C | Control |
| FINN, JOSEPH, EDWARD | I | DIRECTOR, BUSINESS DEVELOPMENT | A | Control |
| FINN, JOSEPH, EDWARD | I | DIRECTOR, BUSINESS DEVELOPMENT | A | Control |
| FINN, JOSEPH, EDWARD | I | DIRECTOR, BUSINESS DEVELOPMENT | A | Control |
| FINN, JOSEPH, EDWARD | I | DIRECTOR, BUSINESS DEVELOPMENT | A | Control |
| FINN, JOSEPH, EDWARD | I | DIRECTOR, BUSINESS DEVELOPMENT | A | Control |
| FINN, JOSEPH, EDWARD | I | DIRECTOR, BUSINESS DEVELOPMENT | A | Control |
| FINN, JOSEPH, EDWARD | I | DIRECTOR, BUSINESS DEVELOPMENT | A | Control |
| FINN, JOSEPH, EDWARD | I | DIRECTOR, BUSINESS DEVELOPMENT | A | Control |
| FINN, JOSEPH, EDWARD | I | DIRECTOR, BUSINESS DEVELOPMENT | A | Control |
| JACOBS, JEROME, JAY | I | CHIEF INVESTMENT OFFICER | A | Control |
| JACOBS, JEROME, JAY | I | CHIEF INVESTMENT OFFICER | A | Control |
| JACOBS, JEROME, JAY | I | CHIEF INVESTMENT OFFICER | A | Control |
| JACOBS, JEROME, JAY | I | CHIEF INVESTMENT OFFICER | A | Control |
| JACOBS, JEROME, JAY | I | CHIEF MARKET STRATEGIST | A | Control |
| JACOBS, JEROME, JAY | I | CHIEF INVESTMENT OFFICER | A | Control |
| KAHN, RICHARD, DANIEL | I | CHIEF COMPLIANCE OFFICER AND MANAGING DIRECTOR | A | Control |
| KAHN, RICHARD, DANIEL | I | CHIEF COMPLIANCE OFFICER AND MANAGING DIRECTOR | A | Control |
| KAHN, RICHARD, DANIEL | I | CHIEF COMPLIANCE OFFICER AND MANAGING DIRECTOR | A | Control |
| KAHN, RICHARD, DANIEL | I | CHIEF COMPLIANCE OFFICER AND MANAGING DIRECTOR | A | Control |
| KAHN, RICHARD, DANIEL | I | CHIEF COMPLIANCE OFFICER AND MANAGING DIRECTOR | A | Control |
| KAHN, RICHARD, DANIEL | I | CHIEF COMPLIANCE OFFICER AND MANAGING DIRECTOR | A | Control |
| KAHN, RICHARD, DANIEL | I | CHIEF COMPLIANCE OFFICER AND MANAGING DIRECTOR | A | Control |
| KAHN, RICHARD, DANIEL | I | CHIEF COMPLIANCE OFFICER AND MANAGING DIRECTOR | A | Control |
| KAHN, RICHARD, DANIEL | I | CHIEF COMPLIANCE OFFICER AND MANAGING DIRECTOR | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| DUCHESNEAU, DAVID, MICHAEL | I | ARGENT WEALTH MANAGEMENT, INC. | E | Control |
| DUCHESNEAU, DAVID, MICHAEL | I | ARGENT WEALTH MANAGEMENT, INC. | E | Control |
| DUCHESNEAU, DAVID, MICHAEL | I | ARGENT WEALTH MANAGEMENT, INC. | E | Control |
| DUCHESNEAU, DAVID, MICHAEL | I | ARGENT WEALTH MANAGEMENT, INC. | E | Control |
| DUCHESNEAU, DAVID, MICHAEL | I | ARGENT WEALTH MANAGEMENT, INC. | E | Control |
| DUCHESNEAU, DAVID, MICHAEL | I | ARGENT WEALTH MANAGEMENT, INC. | E | Control |
| DUCHESNEAU, DAVID, MICHAEL | I | ARGENT WEALTH MANAGEMENT, INC. | E | Control |
| DUCHESNEAU, DAVID, MICHAEL | I | ARGENT WEALTH MANAGEMENT, INC. | E | Control |
| DUCHESNEAU, DAVID, MICHAEL | I | ARGENT WEALTH MANAGEMENT, INC. | E | Control |
| DUCHESNEAU, DAVID, MICHAEL | I | ARGENT WEALTH MANAGEMENT, INC. | E | Control |
| DUCHESNEAU, DAVID, MICHAEL | I | ARGENT WEALTH MANAGEMENT, INC. | E | Control |
| DUCHESNEAU, DAVID, MICHAEL | I | ARGENT WEALTH MANAGEMENT, INC. | E | Control |
| DUCHESNEAU, DAVID, MICHAEL | I | ARGENT WEALTH MANAGEMENT, INC. | E | Control |
| DUCHESNEAU, DAVID, MICHAEL | I | ARGENT WEALTH MANAGEMENT, INC. | E | Control |
| DUCHESNEAU, DAVID, MICHAEL | I | ARGENT WEALTH MANAGEMENT, INC. | E | Control |
| DUCHESNEAU, DAVID, MICHAEL | I | ARGENT WEALTH MANAGEMENT, INC. | E | Control |
| DUCHESNEAU, DAVID, MICHAEL | I | ARGENT WEALTH MANAGEMENT, INC. | E | Control |
| BALDWIN, WILLIAM, THOMAS | I | ARGENT WEALTH MANAGEMENT, INC. | C | Control |
| BALDWIN, WILLIAM, THOMAS | I | ARGENT WEALTH MANAGEMENT, INC. | C | Control |
| BALDWIN, WILLIAM, THOMAS | I | ARGENT WEALTH MANAGEMENT, INC. | C | Control |
| BALDWIN, WILLIAM, THOMAS | I | ARGENT WEALTH MANAGEMENT, INC. | C | Control |
| BALDWIN, WILLIAM, THOMAS | I | ARGENT WEALTH MANAGEMENT, INC. | C | Control |
| BALDWIN, WILLIAM, THOMAS | I | ARGENT WEALTH MANAGEMENT, INC. | C | Control |
| BALDWIN, WILLIAM, THOMAS | I | ARGENT WEALTH MANAGEMENT, INC. | C | Control |
| BALDWIN, WILLIAM, THOMAS | I | ARGENT WEALTH MANAGEMENT, INC. | C | Control |
| BALDWIN, WILLIAM, THOMAS | I | ARGENT WEALTH MANAGEMENT, INC. | C | Control |
| BALDWIN, WILLIAM, THOMAS | I | ARGENT WEALTH MANAGEMENT, INC. | C | Control |
| BALDWIN, WILLIAM, THOMAS | I | ARGENT WEALTH MANAGEMENT, INC. | C | Control |
| BALDWIN, WILLIAM, THOMAS | I | ARGENT WEALTH MANAGEMENT, INC. | C | Control |
| BALDWIN, WILLIAM, THOMAS | I | ARGENT WEALTH MANAGEMENT, INC. | C | Control |
| BALDWIN, WILLIAM, THOMAS | I | ARGENT WEALTH MANAGEMENT, INC. | C | Control |
| BALDWIN, WILLIAM, THOMAS | I | ARGENT WEALTH MANAGEMENT, INC. | C | Control |
| BALDWIN, WILLIAM, THOMAS | I | ARGENT WEALTH MANAGEMENT, INC. | C | Control |
| BALDWIN, WILLIAM, THOMAS | I | ARGENT WEALTH MANAGEMENT, INC. | C | Control |
Registrations
Federal
IA
Jun 18, 2020 REGISTERED
Notice Filings (10)
CA CT FL MA ME NH NY PA TX WI
Address
200 FIFTH AVENUE7TH FLOOR
WALTHAM, MA 02451-8779
United States
Phone: 7812904900