← Back to searchVisit website
ARGOS WEALTH ADVISORS LLC
CRD 144481 · SEC 801-68097
CA, United States
Phone
707-633-9063
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.04B
Discretionary AUM
$997.4M
Team
11 total employees; 10 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 189 | $223.2M |
| High net worth individuals | 45 | $766.3M |
| Pooled investment vehicles | 1 | $32.1M |
| Charitable organizations | 9 | $15.0M |
States served
CA, CO, IL, NV, NJ, NY, PA, UT, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD