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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2020 | $1.8B | $1.7B | $140.7M | 26 | 0 |
| Jun 2020 | $1.8B | $1.7B | $140.7M | 26 | 0 |
| Mar 2020 | $1.8B | $1.7B | $140.7M | 26 | 0 |
| Mar 2019 | $1.6B | $1.2B | $397M | 27 | 0 |
| Dec 2018 | $1.6B | $1.3B | $359.8M | 26 | 0 |
| Jul 2018 | $1.6B | $1.3B | $359.8M | 26 | 0 |
| Mar 2018 | $1.6B | $1.3B | $359.8M | 26 | 0 |
| Mar 2017 | $1.5B | $1.1B | $389.4M | 26 | 300 |
| Mar 2016 | $1.4B | $1.1B | $353M | 26 | 300 |
| Oct 2015 | $1.5B | $1.1B | $380.7M | 26 | 200 |
| Mar 2015 | $1.5B | $1.1B | $380.7M | 26 | 200 |
| Jul 2014 | $1.3B | $972.2M | $309.9M | 23 | 200 |
| Mar 2014 | $1.3B | $972.2M | $309.9M | 23 | 200 |
| Jan 2014 | $1.3B | $972.2M | $309.9M | 23 | 200 |
| Jan 2014 | $1.3B | $972.2M | $309.9M | 23 | 200 |
| Jan 2014 | $0 | $0 | $0 | 1 | 0 |
| Dec 2013 | $0 | $0 | $0 | 1 | 0 |
DateSep 2020
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$140.7M
Employees26
Clients0
DateJun 2020
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$140.7M
Employees26
Clients0
DateMar 2020
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$140.7M
Employees26
Clients0
DateMar 2019
Total AUM$1.6B
Discretionary$1.2B
Non-Disc.$397M
Employees27
Clients0
DateDec 2018
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$359.8M
Employees26
Clients0
DateJul 2018
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$359.8M
Employees26
Clients0
DateMar 2018
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$359.8M
Employees26
Clients0
DateMar 2017
Total AUM$1.5B
Discretionary$1.1B
Non-Disc.$389.4M
Employees26
Clients300
DateMar 2016
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$353M
Employees26
Clients300
DateOct 2015
Total AUM$1.5B
Discretionary$1.1B
Non-Disc.$380.7M
Employees26
Clients200
DateMar 2015
Total AUM$1.5B
Discretionary$1.1B
Non-Disc.$380.7M
Employees26
Clients200
DateJul 2014
Total AUM$1.3B
Discretionary$972.2M
Non-Disc.$309.9M
Employees23
Clients200
DateMar 2014
Total AUM$1.3B
Discretionary$972.2M
Non-Disc.$309.9M
Employees23
Clients200
DateJan 2014
Total AUM$1.3B
Discretionary$972.2M
Non-Disc.$309.9M
Employees23
Clients200
DateJan 2014
Total AUM$1.3B
Discretionary$972.2M
Non-Disc.$309.9M
Employees23
Clients200
DateJan 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0