Argos Wealth Advisors LLC
Firm details
- Headquarters
- ,
- CRD number
- 144481
- Registered since
- July 12, 2007
- Website
- www.argoswealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., INSPIRA FINANCIAL TRUST COMPANY, COLUMBIA PRIVATE TRUST
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI73.75%
- Individuals21.49%
- Pooled Investment Vehicles3.09%
- Charitable Organizations1.44%
- Pension & Profit Sharing Plans0.23%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Argos Wealth Advisors LLC is an independent registered investment adviser organized as an LLC that has been SEC registered since 2007. The firm positions itself as a capital allocator for both individual and family clients as well as institutional investors. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and the selection of outside managers. Argos charges clients through a mix of percentage-of-AUM fees as well as hourly and fixed-fee arrangements. The firm is involved on the sponsor/GP side of pooled vehicles and acts as managing member for some investments. It does not list ESG investing as an active focus.
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
- Private Funds43%
- Public Funds/Mutual Funds20%
- Exchange Traded Equities15%
- US Government Bonds15%
- Derivatives4%
Contacts
3 of 8
Yuval Shenkar
Partner, AdvisorCRD 4828507

Bradford Yamada
Partner, AnalystCRD 2023283

Michael Russo
FounderCRD 1209941
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 39Active vs passive
$181M in ETFs
99%
$179M
1%
$2.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD MINISHARES TRUST (GLDM) | State Street | Passive | Commodities Focused | $61.8M | 777,903 | 34.18% |
Location
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Location
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Headquartered in , null.
- Office locations
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