Argo Wealth Management

Overview

Argo Wealth Management is a small, independent registered investment adviser operating as a limited liability company that focuses on fee-based portfolio management for individuals, families and smaller institutions. The firm bills on a percentage of assets under management and centers its work on discretionary portfolio mandates. Its advisory remit includes both individual and small-business portfolios as well as investment management for businesses or institutional clients. Investment preferences skew toward publicly traded equities and exchange-traded vehicles as the core exposure. The firm does not position itself as an ESG specialist, is not organized as a multi-state adviser, and is not structured as a capital allocator or pension consultant. Given the firm’s size and client base, the approach appears focused on liquid, transparent exposures and outsourced alternative allocations rather than direct private-market sponsorship.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices