Argonautica Private Wealth Management, Inc
Firm details
- Headquarters
- Wellesley, Massachusetts
- CRD number
- 316736
- Registered since
- November 8, 2021
- Website
- www.argonauticapwm.com
- Custodians
- WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI77.81%
- Corporations / Businesses16.69%
- Individuals3.83%
- Charitable Organizations1.67%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Argonautica Private Wealth Management, Inc. is an independent, individually owned registered investment advisor that has been SEC registered since 2021. The firm acts as a capital allocator for both individual/family and institutional clients, combining portfolio management and financial planning with insurance brokerage services. Its advisory scope includes portfolio management for individuals, small businesses and institutions, pension consulting services, and the selection of third‑party advisers. Fee arrangements include both percentage‑of‑AUM and fixed‑fee structures. The firm is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities70%
- Public Funds/Mutual Funds12%
- State & Local Bonds10%
- US Government Bonds4%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 29Active vs passive
$28M in ETFs
94%
$26.2M
5%
$1.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $4.1M | 5,833 | 14.59% |
Location
Wellesley, MA
Norfolk
Location
Wellesley, MA
Headquartered in Wellesley, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Norfolk
- Address
- 57 River St
- Time zone
- ET (UTC-5)
- Office locations
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