Argus Wealth Management

RIASEC Registered
Total AUM
$64.6M
Discretionary
$64.6M
100% of AUM
Avg account
$534K
Accounts
121
Employees
2
Advisory reps
2

Firm details

Headquarters
Austin, Texas
CRD number
168994
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 83%, Exchange Traded Equities 9%, Cash & Cash Equivalents 8%83%
  • Public Funds/Mutual Funds83%
  • Exchange Traded Equities9%
  • Cash & Cash Equivalents8%

Owners & executives

1 of 1
  • Maria Conroy

    Chief Compliance OfficerCRD 7511003

Contacts

1 of 1
  • Michael Conroy

    Michael Conroy

    PresidentCRD 6275681

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth