# Argent Wealth Management

Argent Wealth Management is a Multi Family Office based in Round Rock, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Round Rock, United States
- **Region:** North America
- **Address:** 200 Fifth Avenue 7th Floor, Waltham, MA 02451, United States
- **Founded:** 1992
- **Assets under management:** Undisclosed
- **Website:** argentwm.com
- **LinkedIn:** https://www.linkedin.com/company/argent-wealth-management/

## Regulatory record

- **CRD number:** 135376
- **SEC file number:** 801-134004
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/135376

## About

Argent Wealth Management was founded in 1992 by attorney-CPA David Duchesneau. David E. Williams serves as founder and CEO. The firm began as a fiduciary tax and estate practice and expanded into a multi-family office serving high-net-worth families. The firm allocates across private equity, real estate, hedge funds, private credit, and infrastructure. It maintains direct co-investment and SPV capabilities alongside fund commitments. Confirmed vehicles include AWM Diversified Private Equity Fund LP and AWM Diversified Real Estate Fund LP, both launched in 2018 with Williams listed among the general partner executives. Geographic reach covers North America, Europe, Asia, Africa, the Caribbean, the Middle East, Oceania, and South America. The firm reports more than 2,300 million USD in assets under management. It maintains offices in Waltham, Massachusetts. No additional offices or philanthropic vehicles are disclosed in current records. No operational events from the last 24 months appear in available filings or announcements. Argent structures its offerings around proprietary fund-of-funds vehicles that pool client capital for commitments to external managers. This approach allows the firm to control due diligence and access while offering clients exposure to niche private market opportunities without direct LP relationships.

## Sectors

- Private Equity
- Real Estate
- Hedge Funds
- Energy Transition & Renewables

## People

- David Duchesneau — Founder

## Questions

### Who runs investment decisions at Argent Wealth Management?

David E. Williams serves as founder and CEO. The firm integrates investment decisions with tax and estate planning through its multidisciplinary team.

### How does Argent Wealth Management source proprietary deal flow?

The firm creates proprietary fund-of-funds vehicles such as AWM Diversified Private Equity Fund LP and AWM Diversified Real Estate Fund LP. These vehicles aggregate client capital for commitments to external managers.

### Does Argent Wealth Management participate in fund commitments or only direct deals?

The firm participates in both fund commitments and direct co-investments. It maintains SPV capabilities and has sponsored its own fund-of-funds vehicles since 2018.

### What investment stages does Argent Wealth Management typically target?

The firm targets buyout, growth, turnaround, and venture capital stages through its private equity and real estate allocations.

### What is Argent Wealth Management's known posture on co-investments alongside external GPs?

The firm offers clients direct access to private equity and real estate limited partnerships, including co-investments and SPVs alongside external managers.

## Related profiles

- [DCP Wealth Management](https://altss.com/profile/dcp-wealth-management)
- [Stonebridge Capital Advisors](https://altss.com/profile/stonebridge-capital-advisors-llc)

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Last updated: 2026-06-03T20:00:00.000Z

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