Wealth manager, independent
Argos Wealth Advisors LLC
SEC-registered investment adviser · CRD 144481 · SEC 801-68097
At a glance
Argos Wealth Advisors LLC is an SEC-registered investment adviser based in United States, with $1.0 billion in regulatory assets under management as of its Form ADV filed September 25, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 234 individual clients. By Form ADV it is a wealth manager, ranked 1,498th of 8,915 wealth managers and 5,264th of 17,210 SEC-registered advisers by assets.
argoswealth.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.0B
- Rank among wealth managers
- #1,498 of 8,915
- Rank among all SEC RIAs
- #5,264 of 17,210
- Individual clients
- 234
- High-net-worth clients
- 45
- Accounts
- 246
- Discretionary
- 96% of AUM
- Employees
- 11
- Advisory staff
- 10
- Offices
- 3
Owners and executives on its Form ADV
- Michael H. RussoManaging Member / Chief Executive Officer
- Bradford J. YamadaPartner & Head of Research
- Ryan W. MasonPartner & COO
- Paul E. HoltheCCO
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 45 | $766M | 74% |
| Individuals | 189 | $223M | 21% |
| Pooled investment vehicles | 1 | $32M | 3% |
| Charitable organizations | 9 | $15M | 1% |
| Pension and profit sharing plans | – | $2M | <1% |
Private funds
Argos Wealth Advisors LLC reports 1 private funds with $32M in gross assets: other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Argos Wealth Advisors LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗argoswealth.com ↗
AtlasMembers
The full record on Argos Wealth Advisors LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 3,443 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Argos Wealth Advisors LLC manage?
Argos Wealth Advisors LLC reports $1.0 billion in regulatory assets under management across 246 accounts, 96% of it on a discretionary basis, on its Form ADV filed September 25, 2026.
What kind of firm is Argos Wealth Advisors LLC?
Argos Wealth Advisors LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Argos Wealth Advisors LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($766 million, 45 clients); individuals ($223 million, 189 clients); pooled investment vehicles ($32 million, 1 clients).
Does Argos Wealth Advisors LLC manage private funds?
Yes. It reports 1 private funds with $32 million in gross assets, including other private funds.
Does Argos Wealth Advisors LLC have any disciplinary history?
Argos Wealth Advisors LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Argos Wealth Advisors LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-25), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →