Argonautica Private Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Argonautica Private Wealth Management reports 121 clients. They include 58 high-net-worth individuals, 51 individual clients and 6 charitable organizations. Of its assets, 89.7% ($478M across 361 accounts) are managed with discretion; $55.1M across 154 accounts are not. A wrap fee program the firm both sponsors and manages holds $391M. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 42% | 4% |
| High-net-worth individuals | 48% | 78% |
| Charitable organizations | 5% | 2% |
| Corporations and other businesses | 5% | 17% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 51 | $20.4M | 3.8% | $400K |
| High-net-worth individuals | 58 | $415M | 77.8% | $7.15M |
| Charitable organizations | 6 | $8.88M | 1.7% | $1.48M |
| Corporations and other businesses | 6 | $88.9M | 16.7% | $14.8M |
| Total | 121 | $533M | 100% | $4.4M |
- Clients
- 51
- Regulatory AUM
- $20.4M
- AUM share
- 3.8%
- Avg. per client
- $400K
- Clients
- 58
- Regulatory AUM
- $415M
- AUM share
- 77.8%
- Avg. per client
- $7.15M
- Clients
- 6
- Regulatory AUM
- $8.88M
- AUM share
- 1.7%
- Avg. per client
- $1.48M
- Clients
- 6
- Regulatory AUM
- $88.9M
- AUM share
- 16.7%
- Avg. per client
- $14.8M
Total
- Clients
- 121
- Regulatory AUM
- $533M
- AUM share
- 100%
- Avg. per client
- $4.4M
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Argonautica Private Wealth Management is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Consulting Services
- Billed at a fixed rate or at 0.10% to 1.00% of assets under advisement annually, with a minimum fee of $10,000 annually.
- Financial Planning
- Billed at a fixed rate, in advance or arrears; minimum fee of $5,000 and up to $15,000 annually.
Theodore York owns 50% to 75% of Argonautica Private Wealth Management. The leadership team of Argonautica Private Wealth Management includes President Theodore York and Chief Compliance Officer Mary Lecca. It has 6 employees, 4 of them in advisory roles.
Leadership
- Theodore YorkPresident
- Mary LeccaChief Compliance Officer
- Frank RambuschSecretary and Treasurer
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
- Mary Lourdes Lecca
- Michael Brian McIntosh
- Frank Xavier Rambusch
- Gary Craig Raymond
- Theodore Charles York JR
Staff
- 6 employees
- 4 in advisory functions
- 5 state-registered reps
- 3 insurance agents
- Owns 50% to 75% of Argonautica Private Wealth Management, Inc
Theodore York
Control person · since September 2021
- Owns 50% to 75% of Argonautica Private Wealth Management, Inc
Frank Rambusch
Control person · since September 2021
Argonautica Private Wealth Management’s regulatory assets grew from $386M (March 2022) to $533M (April 2026); clients rose from 89 to 121 and employees from 5 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $533M | 121 | 6 | 2 |
| June 2025 | $507M | 121 | 6 | 2 |
| March 2024 | $404M | 106 | 6 | 2 |
| March 2023 | $384M | 99 | 6 | 2 |
| March 2022 | $386M | 89 | 5 | 2 |
Besides its headquarters, Argonautica Private Wealth Management has 1 office (1 private residence, listed without an address), with 1 listed address in Massachusetts.
Massachusetts · 1 listed address
- 57 River Street, Suite 202, WellesleyHQ
Contact and registration details
- Legal name
- Argonautica Private Wealth Management, Inc
- Headquarters
- 57 River Street, Suite 202, Wellesley, MA 02481
- Website
- argonauticapwm.com
- Phone
- 781-591-0200
- SEC file
- 801-122660
- Structure
- Massachusetts corporation
- Fiscal year end
- December
Argonautica Private Wealth Management uses Wells Fargo Clearing Services ($530M) as custodian for its separately managed accounts. Argonautica Private Wealth Management has custody of $99.9M in client assets for 65 clients.
- Wells Fargo Clearing ServicesWells Fargo Clearing Services, LLC · St. Louis, MO · $530M100%
At year end, Argonautica Private Wealth Management’s separately managed accounts were mostly in stocks (70%) and bonds (15%). Its reported 13F holdings for the quarter ended 30 June 2026 total $409M across 182 positions; the largest are Alphabet Inc. (5.3%), Apple Inc. (5.0%) and Advanced Micro Devices Inc. (5.0%).
What the accounts hold
- Stocks70%
- Funds12%
- Bonds15%
- State and local bonds10%
- U.S. government and agency bonds4%
- Investment grade corporate bonds1%
- Cash2%
- Other1%
- Private equity1%
Reported 13F holdings
- $409M
- Reported 13F value
- 182
- Positions
- 38.4%
- In the 10 largest
- +23.9%
- Value vs. prior quarter
- Alphabet Inc. · Cap Stk CL A5.3%
- Apple Inc.5.0%
- Advanced Micro Devices Inc.5.0%
- Applied Matls Inc.4.8%
- Nvidia Corporation4.1%
- Broadcom Inc.3.6%
- Microsoft Corp.3.1%
- KLA Corp.3.1%
- Cisco Sys Inc.2.3%
- Amazon Com Inc.2.1%
Together, the ten largest are 38.4% of reported value.
How many clients does Argonautica Private Wealth Management have?
Argonautica Private Wealth Management has 121 clients and manages $533 million for them, as of April 2026. They include 58 high-net-worth individuals, 51 individual clients and 6 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 1 April 2026
What services does Argonautica Private Wealth Management offer?
Argonautica Private Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Argonautica Private Wealth Management use?
Argonautica Private Wealth Management’s separately managed account assets are held at Wells Fargo Clearing Services, LLC (St. Louis, MO), with $530M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 April 2026
How many financial advisors does Argonautica Private Wealth Management have?
Argonautica Private Wealth Management has 5 investment adviser representatives registered with state securities authorities, out of 6 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Argonautica Private Wealth Management invest in?
At the end of its last fiscal year, Argonautica Private Wealth Management’s separately managed accounts held 70% exchange-traded equities, 12% registered funds (mutual funds, ETFs, BDCs), 10% state and local bonds, 4% U.S. government and agency bonds, 2% cash and equivalents, 1% investment grade corporate bonds and 1% other. The 1% other category is described as: Private Equity.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Argonautica Private Wealth Management?
Argonautica Private Wealth Management’s direct owners are Theodore York (50% to 75%) and Frank Rambusch (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 1 April 2026
How does Argonautica Private Wealth Management get paid?
Argonautica Private Wealth Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Argonautica Private Wealth Management?
Argonautica Private Wealth Management’s main office is at 57 River Street, Suite 202, Wellesley, MA 02481. Its phone number is 781-591-0200. Its website is argonauticapwm.com.