CRD: 110884
Argenta Wealth Management
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- Custodian
- SEI
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-04-1998
- Office Locations
- 1
Office Locations
About Argenta Wealth Management
Argenta Wealth Management is a retail-focused RIA providing proactive financial planning and ongoing portfolio management for individuals and families, including retirees, business owners, and entrepreneurs. The firm emphasizes goal-based advice, reporting/monitoring, tax-efficient investing, and protection/insurance planning, with portfolios using mutual funds and ETFs alongside fixed income (including munis). Custodied through SEI.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOHN PERRY GAUDIN
Owner, President
- CRD
- #1132264
- Ownership
- 75% or more
MATTHEW LAWRENCE HARRIS
Chief Compliance Officer
- CRD
- #4679936
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $93,030,047 | $388,897 |
| Non-Discretionary | $0 | -- |
| Total | $93,030,047 | $388,897 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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