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Argent Family Wealth Services

Multifamily office listing in New Orleans, Louisiana, United States.

  • SEC-registered
Headquarters
New Orleans, LA
Regulatory AUM
$683 million
Employees
7
SEC CRD
165031

Specialized wealth management and planning for high-net-worth families with complex financial, business, and legacy needs.

Overview

Argent Family Wealth Services (AFWS) is a specialized Argent team serving complex wealth-management and wealth-planning situations. The team works with high-net-worth and ultra-high-net-worth families through holistic wealth management, trust administration, investment management, legacy planning, charitable giving, and family-office-style support.1

History

Mark Hartnett founded the AFWS team in 2008. Argent entered the Oxford market in 2014 through a merger with Family Wealth Practices, which is now Argent Family Wealth Services.2

Timeline

  1. 2008Mark Hartnett founded the AFWS team in 2008.
  2. 2014Argent entered the Oxford market in 2014 through a merger with Family Wealth Practices, which is now Argent Family Wealth Services.

Leadership

Dut LeBlanc is AFWS’s strategic core team leader and an Executive Vice President of Argent Financial Group. The firm says he has more than 40 years of experience serving high-net-worth families and businesses.1

Mark C. Hartnett is Managing Director of Argent Family Wealth Services, where he focuses on multigenerational planning for financially successful families. Samuel McGarr is a Senior Wealth Advisor, and Russell Allsup is a Vice President. Both advise high-net-worth and ultra-high-net-worth families through integrated wealth, tax, estate, and business strategies.1

Services

AFWS integrates income-tax and estate-tax planning, business consultations, trust services, investment management, succession planning, and philanthropic services for complex family situations. Its listed services include wealth management, trusts and estate planning, investment management, and oil and gas management.1

The firm’s oil and gas mineral management services include contract negotiation, oil and gas accounting, asset evaluation, and ongoing management.1

What the firm offers

  • Investment management
  • Financial planning
  • Tax planning
  • Estate planning
  • Trust and fiduciary
  • Philanthropy
  • Administration and bill pay

Client Focus

AFWS serves high-net-worth and ultra-high-net-worth families, particularly those managing substantial assets, family businesses, multigenerational transitions, philanthropic goals, and other complex planning needs.1

Approach

AFWS says its objective is to help families grow, preserve, and transfer wealth while supporting the succession of legacy business interests. Its integrated model brings wealth planning, tax, estate, business, investment, trust, succession, and philanthropic considerations together for each family’s situation.1

By the numbers

Regulatory AUM by year$0K$188M$376M$564M$751M2016201720182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 165031. As of .
Regulatory assets under management
YearRegulatory AUMDiscretionaryNon-discretionary
2016$9 million$0$9 million
2017$202 million$191 million$11 million
2018$84 million$84 million$0
2019$19 million$0$19 million
2020$261 million$0$261 million
2021$291 million$0$291 million
2022$656 million$0$656 million
2023$394 million$0$394 million
2025$652 million$0$652 million
2026$683 million$0$683 million
Average AUM per client by year$0K$7M$14M$22M$29M20182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 165031. Regulatory AUM divided by the client count reported in Item 5D. Client types reported as fewer than 5 are not counted, so this is approximate. As of .
Average AUM per client
YearAverage AUM per client
2018$8 million
2019$2 million
2020$22 million
2021$24 million
2022$20 million
2023$26 million
2025$13 million
2026$13 million
Employees by year0369122016201720182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 165031. As of .
Employees reported on Form ADV
YearEmployees
20163
20178
201811
20198
20208
20217
20226
20235
20255
20267

FAQs

Who does Argent Family Wealth Services serve?

AFWS serves high-net-worth and ultra-high-net-worth families with complex wealth-management and planning needs.1

What services does AFWS provide?

Services include holistic wealth management, trust administration, estate planning, investment management, tax planning, business consultation, succession planning, charitable giving, and oil and gas mineral management.1

Who leads Argent Family Wealth Services?

Dut LeBlanc leads the strategic core team. Mark C. Hartnett is Managing Director, Samuel McGarr is a Senior Wealth Advisor, and Russell Allsup is a Vice President.1

  • LocationMultifamily offices in Louisiana

    This Louisiana directory helps families compare local multifamily office options and identify which providers serve high net worth households or business owners. It offers regional context for evaluating investment management, planning, trust services, philanthropy, and administrative support alongside Argent Family Wealth Services.

  • Network siteEstatePlanner.com

    EstatePlanner.com provides practical guides on wills, trusts, beneficiary choices, and related estate matters. A reader can use these materials to prepare questions about legacy planning, fiduciary arrangements, tax considerations, and how estate decisions connect with broader family wealth planning.

  • GuideHow to choose a multifamily office

    This guide outlines factors to review when selecting a multifamily office, including services, client fit, communication, and fee structures. It can help a family or business owner organize comparisons around Argent Family Wealth Services offerings such as investment management, bill pay, tax planning, and trust support.

  • DataMFO registration status data

    Registration status data gives readers a way to review public information about multifamily office entities and their reported registration standing. That reference can support due diligence questions about regulatory status, advisory relationships, and how a provider's services fit a family's investment and planning needs.

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    Profiles for Paradiem, LLC, Acropolis Capital Partners, and Allium Financial Advisors, LLC provide additional points of comparison on this site. Reviewing their stated services and client focus can help families and business owners frame questions about investment management, planning, fiduciary work, philanthropy, and administration.

Sources

  1. Argent Family Wealth Services
  2. Argent Financial Group locations

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.

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