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Building 2ARGENT WEALTH MANAGEMENT, LLC

Map pinWALTHAM, MA
Phone7812904900
NotebookSEC #801-79004
Total AUM
$1.8B
Employees
26
Clients
612

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 FIFTH AVENUE
7TH FLOOR
WALTHAM
MA 02451-8779
United States
Operating Hours
8:30-5:00
Monday - Friday
Phone
7812904900
Other Offices
1

ReceiptFinancials

Total AUM
$1.8B
Accounts
1,943
Discretionary
$1.7B
Accounts
1,779
Non-Discretionary
$140.7M
Accounts
164

ContactClients

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Individual Clients
143
AUM
$46.9M
HNW Individual Clients
447
AUM
$1.7B
Pooled Vehicle Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
1
AUM
$3.8M
Charitable Organization Clients
14
AUM
$19.9M
Corporation or Business Clients
6
AUM
$43.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLMAMENHNYTXWI

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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