Argent Wealth Management, LLC

Argent Wealth Management, LLC (CRD# 170099) is a financial advisory firm headquartered in Waltham, MA. They manage $1,430,587,024 in 1,763 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,431
    MILLION
  • Total Number of Accounts
    1,763
    ACCOUNTS
  • Average Account Value
    $811,450
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, MA, NH, NY, PA, TX

Financial Advisors at Argent Wealth Management, LLC
Showing 1 - 10 of 14 top financial advisors.
1
David M. Duchesneau
CRD#: 2236684
404 Wyman Street, Suite 375, Waltham, MA 02451
96
Wealthminder
score

David Duchesneau (CRD# 2236684) is an Investment Advisor Representative working at Argent Wealth Management, LLC in Waltham, MA and has over 24 years of experience in the finance industry. David Duchesneau has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Joseph E. Finn
CRD#: 1889223
404 Wyman Street, Suite 375, Waltham, MA 02451
93
Wealthminder
score

Joseph Finn (CRD# 1889223) is an Investment Advisor Representative working at Argent Wealth Management, LLC in Waltham, MA and has over 27 years of experience in the finance industry.

3
Richard D. Kahn
CRD#: 4571308
404 Wyman Street, Suite 375, Waltham, MA 02451
93
Wealthminder
score

Richard Kahn (CRD# 4571308) is an Investment Advisor Representative working at Argent Wealth Management, LLC in Waltham, MA and has over 16 years of experience in the finance industry.

4
Jeffrey B. Augustine
CRD#: 1090296
404 Wyman Street, Suite 375, Waltham, MA 02451
90
Wealthminder
score

Jeffrey Augustine (CRD# 1090296) is an Investment Advisor Representative working at Argent Wealth Management, LLC in Waltham, MA and has 1 year of experience in the finance industry. Jeffrey Augustine has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Matthew Conroy
CRD#: 6287858
404 Wyman Street, Suite 375, Waltham, MA 02451
90
Wealthminder
score

Matthew Conroy (CRD# 6287858) is an Investment Advisor Representative working at Argent Wealth Management, LLC in Waltham, MA and has 1 year of experience in the finance industry. Matthew Conroy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Jerome J. Jacobs
CRD#: 1213812
404 Wyman Street, Suite 375, Waltham, MA 02451
90
Wealthminder
score

Jerome Jacobs (CRD# 1213812) is an Investment Advisor Representative working at Argent Wealth Management, LLC in Waltham, MA and has 1 year of experience in the finance industry.

7
Matthew S. Ristuccia
CRD#: 5980288
404 Wyman Street, Suite 375, Waltham, MA 02451
90
Wealthminder
score

Matthew Ristuccia (CRD# 5980288) is an Investment Advisor Representative working at Argent Wealth Management, LLC in Waltham, MA and has over 5 years of experience in the finance industry.

8
Lynn Waples
CRD#: 6287865
404 Wyman Street, Suite 375, Waltham, MA 02451
90
Wealthminder
score

Lynn Waples (CRD# 6287865) is an Investment Advisor Representative working at Argent Wealth Management, LLC in Waltham, MA and has 1 year of experience in the finance industry. Lynn Waples has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
William T. Baldwin
CRD#: 4347868
404 Wyman Street, Suite 375, Waltham, MA 02451
89
Wealthminder
score

William Baldwin (CRD# 4347868) is an Investment Advisor Representative working at Argent Wealth Management, LLC in Waltham, MA and has over 2 years of experience in the finance industry.

10
James A. Gilloran
CRD#: 6337453
404 Wyman Street, Suite 375, Waltham, MA 02451
89
Wealthminder
score

James Gilloran (CRD# 6337453) is an Investment Advisor Representative working at Argent Wealth Management, LLC in Waltham, MA and has over 2 years of experience in the finance industry.

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