# ARGENT WEALTH MANAGEMENT, LLC

ARGENT WEALTH MANAGEMENT, LLC of WALTHAM, MA is an SEC-registered investment adviser.

## Registration

- CRD: 170099
- Type: SEC-registered investment adviser
- SEC file number: 801-79004
- Location: 200 FIFTH AVENUE, 7TH FLOOR, WALTHAM, MA, 02451-8779
- Phone: 7812904900
- Latest filing: 2020-09-02
- Regulatory AUM: $1.8B
- Discretionary AUM: $1.7B
- Non-discretionary AUM: $140.7M
- Clients: 26
- Accounts: 1,943

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| FINN JOSEPH EDWARD | DIRECTOR, BUSINESS DEVELOPMENT | — |
| BALDWIN WILLIAM THOMAS | MANAGING DIRECTOR | — |
| GAMEL BETH COHN | MANAGING DIRECTOR | — |
| FONTES INEZ | BUSINESS MANAGER | — |
| DUCHESNEAU DAVID MICHAEL | MANAGING DIRECTOR; PRESIDENT | — |
| KAHN RICHARD DANIEL | CHIEF COMPLIANCE OFFICER AND MANAGING DIRECTOR | — |
| JACOBS JEROME JAY | CHIEF INVESTMENT OFFICER; CHIEF MARKET STRATEGIST | — |
| D'AMICO DAVID JOSEPH | MANAGING DIRECTOR | — |
| RISTUCCIA MATTHEW SAPIR | CHIEF INVESTMENT OFFICER | — |


## Private funds (1)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| ARGENT PRIVATE EQUITY I, LLC | Private Equity Fund | — | 18 | $2.8M | $200K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/170099/brochure
- Similar advisers: https://search.stillhousedata.com/firm/170099/similar
- Related entities: https://search.stillhousedata.com/firm/170099/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/170099

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.