Argus Wealth Management
Firm details
- Headquarters
- Austin, Texas
- CRD number
- 168994
- Website
- www.arguswealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI81.34%
- Corporations / Businesses11.14%
- Individuals5.78%
- Charitable Organizations1.74%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Argus Wealth Management, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on financial planning and discretionary portfolio management for individuals, families and small-business clients, and it also serves some institutional relationships. Its client billing options include percentage-of-AUM fees as well as hourly and fixed-fee arrangements. The adviser does not identify as an active ESG investor, is not a multi-state adviser per the record provided, and is not classified as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds83%
- Exchange Traded Equities9%
- Cash & Cash Equivalents8%
Owners & executives
1 of 1Maria Conroy
Chief Compliance OfficerCRD 7511003
Contacts
1 of 1
Michael Conroy
PresidentCRD 6275681
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Austin, TX
Travis
Location
Austin, TX
Headquartered in Austin, TX, in the South of the United States.
- Region
- South
- County
- Travis
- Address
- 3001 Ranch Road 620 S
- Time zone
- CT (UTC-6)
- Office locations
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