CCO · Argos Wealth Advisors LLC
Paul E. Holthe
CRD 5650798 · Named on Form ADV at one SEC-registered adviser
At a glance
Argos Wealth Advisors LLC, an SEC-registered wealth manager with $1.0 billion in regulatory assets, lists Paul E. Holthe on its Form ADV as CCO, a control person.
Firms and roles
- Argos Wealth Advisors LLCCCOWealth manager · United States · $1.0B in regulatory assets
AtlasMembers
Paul’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Michael H. RussoManaging Member / Chief Executive Officer, Argos Wealth Advisors LLC
- Bradford J. YamadaPartner & Head of Research, Argos Wealth Advisors LLC
- Ryan W. MasonPartner & COO, Argos Wealth Advisors LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Paul’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.