ARGOS WEALTH ADVISORS LLC
SEC Registeredresearch-forward Investment Consulting Firm focused on delivering market leading risk-adjusted, after-fee, after-tax performance
About the firm
Founded in April 2007, ARGOS is a research-forward Investment Consulting Firm focused on delivering market leading risk-adjusted, after-fee, after-tax performance. The firm is positioned amongst elite independent asset managers in the United States, operating with a high staff-to-client ratio and a bespoke, risk-first approach to portfolio management.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Independent investment consulting and asset management, including bespoke portfolio construction, manager selection via a multi-phase due diligence process, risk management, portfolio rebalancing, and a family office model approach to wealth management.
Who they serve
Clients with varied backgrounds including former heads of banking and M&A, entrepreneurs who experienced sizable liquidity events, and professionals from a wide range of industries.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 189 | $223M |
| High Net Worth Individuals | 45 | $766M |
| Pension/Profit Sharing Plans | 1 | $32M |
| State/Municipal Entities | 9 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
8 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $5 million | 0.80% |
| $5 million to $15 million | 0.60% |
| $15 million to $25 million | 0.50% |
| $25 million to $100 million | 0.40% |
| Over $100 million | 0.00% |
Data as of March 24, 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. ARGOS WEALTH ADVISORS LLC 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.