Argos Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, selecting other managers, education planning, and tax planning. Financial planning was provided to 101–250 clients last fiscal year. The firm advises 1 private fund.
Argos Wealth Advisors reports 244 clients. They include 189 individual clients, 45 high-net-worth individuals and 9 charitable organizations. Of its assets, 96.0% ($997M across 148 accounts) are managed with discretion; $41.5M across 98 accounts are not. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 77% | 21% |
| High-net-worth individuals | 18% | 74% |
| Pooled investment vehicles | <1% | 3% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
| Charitable organizations | 4% | 1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 189 | $223M | 21.5% | $1.18M |
| High-net-worth individuals | 45 | $766M | 73.8% | $17M |
| Pooled investment vehicles | 1 | $32.1M | 3.1% | $32.1M |
| Pension and profit-sharing plans | Fewer than 5 | $2.41M | 0.2% | — |
| Charitable organizations | 9 | $15M | 1.4% | $1.66M |
| Total | 244 | $1.04B | 100% | — |
- Clients
- 189
- Regulatory AUM
- $223M
- AUM share
- 21.5%
- Avg. per client
- $1.18M
- Clients
- 45
- Regulatory AUM
- $766M
- AUM share
- 73.8%
- Avg. per client
- $17M
- Clients
- 1
- Regulatory AUM
- $32.1M
- AUM share
- 3.1%
- Avg. per client
- $32.1M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.41M
- AUM share
- 0.2%
- Avg. per client
- —
- Clients
- 9
- Regulatory AUM
- $15M
- AUM share
- 1.4%
- Avg. per client
- $1.66M
Total
- Clients
- 244
- Regulatory AUM
- $1.04B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 1
- Financial planning clients last fiscal year
- 101–250
Argos Wealth Advisors charges 0.40%–0.80% a year for its Asset Allocation, Portfolio Construction and Monitoring. The fee is billed in advance, is negotiable and has a $40,000 annual minimum. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Hourly fees range from $250 to $500 depending on the adviser, or a negotiated fixed annual retainer for consulting between $12,000 and $48,000, billed monthly.
Argos Wealth Holdings owns 75% or more of Argos Wealth Advisors and is in turn owned by Argos Legacy Partners, LLC (75% or more) and Michael Russo (50–75%). Michael Russo is CEO. It has 11 employees, 10 of them in advisory roles.
Staff
- 11 employees
- 10 in advisory functions
- 8 state-registered reps
- 1 soliciting firm
- Owns 75% or more of Argos Wealth Advisors LLC
Argos Wealth Holdings
Control person · since December 2021
- Owns 75% or more of Argos Wealth Holdings
Argos Legacy Partners, LLC
Control person · since December 2021
- Owns 50% to 75% of Argos Wealth Holdings
Michael Russo
Control person · since June 2007
Argos Wealth Advisors’ regulatory assets grew from $775M (June 2021) to $1.04B (September 2026); clients rose from 222 to 244 and employees from 8 to 11.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $1.04B | 244 | 11 | 3 |
| Mar 2025March 2025 | $897M | 233 | 11 | 4 |
| Apr 2024April 2024 | $830M | 220 | 9 | 5 |
| Mar 2023March 2023 | $782M | 218 | 9 | 4 |
| May 2022May 2022 | $839M | 207 | 8 | 3 |
| Jun 2021June 2021 | $775M | 222 | 8 | 3 |
Besides its headquarters, Argos Wealth Advisors has 2 offices (1 private residence, listed without an address), with 2 listed addresses in 1 state.
New York · 1 listed address
- 600 Madison Ave, New York
Choose a state to see its listed addresses.
Contact and registration details
- Legal name
- Argos Wealth Advisors LLC
- Headquarters
- Not reported
- Website
- argoswealth.com
- Phone
- 707-633-9063
- @argos-wealth-advisors-llc
- SEC file
- 801-68097
- Structure
- Delaware LLC
- Fiscal year end
- December
Argos Wealth Advisors’ named custodians for separately managed accounts are Charles Schwab ($693M, 94%), Inspira Financial Trust ($38.1M, 5%) and Columbia Private Trust ($7.48M, 1%). Argos Wealth Advisors has custody of $72.3M for 69 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $693M94%
- Inspira Financial TrustInspira Financial Trust Company · Oak Brook, IL · $38.1M5%
- Columbia Private TrustColumbia Private Trust · Denver, CO · $7.48M1%
At year end, Argos Wealth Advisors’ separately managed accounts were mostly in funds (63%) and bonds (17%).
What the accounts hold
- Stocks15%
- Funds63%
- Pooled vehicles43%
- Registered funds20%
- Bonds17%
- U.S. government and agency bonds15%
- State and local bonds2%
- Cash1%
- Other4%
- Derivatives4%
How many clients does Argos Wealth Advisors have?
Argos Wealth Advisors has 244 clients and manages $1.04 billion for them, as of September 2026. They include 189 individual clients, 45 high-net-worth individuals and 9 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 September 2026
What services does Argos Wealth Advisors offer?
Argos Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, selecting other managers, education 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
How much does Argos Wealth Advisors charge?
Argos Wealth Advisors charges 0.40%–0.80% a year for its Asset Allocation, Portfolio Construction and Monitoring. The fee is billed in advance, is negotiable and has a $40,000 annual minimum.
Source: ARGOS WEALTH ADVISORS, LLC - FORM ADV PART 2A, filed 10 July 2026
Which custodians does Argos Wealth Advisors use?
Argos Wealth Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $693M, Inspira Financial Trust Company (Oak Brook, IL), with $38.1M and Columbia Private Trust (Denver, CO), with $7.48M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 September 2026
How many financial advisors does Argos Wealth Advisors have?
Argos Wealth Advisors has 8 investment adviser representatives registered with state securities authorities, out of 11 employees, and 10 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 Argos Wealth Advisors invest in?
At the end of its last fiscal year, Argos Wealth Advisors’ separately managed accounts held 43% pooled vehicles (private funds and similar), 20% registered funds (mutual funds, ETFs, BDCs), 15% exchange-traded equities, 15% U.S. government and agency bonds, 4% derivatives, 2% state and local bonds and 1% cash and equivalents. It advises 1 private fund.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Argos Wealth Advisors?
Argos Wealth Advisors is owned through a holding company by Argos Legacy Partners, LLC and Michael Russo. Its direct owner is Argos Wealth Holdings (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 25 September 2026
How does Argos Wealth Advisors get paid?
Argos Wealth Advisors is paid through a percentage of assets under management, hourly charges 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 Argos Wealth Advisors?
Its phone number is 707-633-9063. Its website is argoswealth.com.