ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC
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About the firm
Argonautica Private Wealth Management, Inc. provides expert investment and wealth management to high-net-worth families and small institutions that value a highly personalized, team approach—anchored in a keen understanding of their goals with a heartfelt commitment to their success. The firm is a Registered Investment Advisor (RIA), governed by the Investment Advisers Act of 1940, and operates under a fiduciary duty to act in clients' best interests at all times.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Argonautica offers comprehensive investment planning and wealth management services including investment plan development, investment advice and planning, portfolio asset allocation analysis and implementation, family financial overview and outreach, investment manager search and recommendation, proprietary and third-party investment services, insurance consulting and asset protection, private investment office services, estate services, trustee services, diversification review, performance monitoring, and risk management planning.
Who they serve
High-net-worth families and small institutions that value a highly personalized, team approach.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 51 | $20M |
| High Net Worth Individuals | 58 | $415M |
| State/Municipal Entities | 6 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
Data as of April 1, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.