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, SEC‑registered RIA organized as an LLC and operating since 2007. The firm describes itself as a capital allocator serving individual and family clients as well as institutional accounts. Its advisory offering combines financial planning with portfolio management for individuals, small businesses and pooled investment vehicles, and it also performs selection-of-other-advisers work. Fee arrangements include percentage-of-AUM billing along with hourly and fixed-fee engagements. Argos is not identified as an active ESG investor. Argos also acts in sponsor/GP roles for pooled vehicles and manages at least one private fund directly, indicating it participates on both the allocative and manager-side of alternative investments.
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 8PAUL HOLTHE
Senior AdvisorCRD 5650798
TIMOTHY MOLLOY
Managing Director, Senior AdvisorCRD 5941675
DANIEL HAYES
Senior Wealth AdvisorCRD 2575708
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 35Active vs passive
$198M in ETFs
99%
$196M
1%
$1.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD MINISHARES TRUST (GLDM) | State Street | Passive | Commodities Focused | $72.3M | 779,777 | 36.53% |
Location
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Location
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Headquartered in , null.
- Office locations
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