ARGUS WEALTH MANAGEMENT

Overview

Argus Wealth Management is a small, independent registered investment adviser structured as an LLC and owned by an individual. The firm focuses on discretionary portfolio management and financial planning for individuals, families and small-business clients. Its client list is compact, which supports a relationship-driven service model rather than a mass-market, product-distribution approach. Investment activity shows a clear preference for pooled public funds: the firm allocates the vast majority of client capital to mutual funds and similar public vehicles. Fee arrangements are flexible—percentage of AUM complemented by hourly and fixed-fee engagements—allowing the firm to deliver planning and portfolio services across a range of client needs. Argus does not identify as an active ESG investor and is not positioned as a multi-state adviser or pension consultant. Custody and execution are centralized with Charles Schwab & Co., Inc., which supports an open-architecture implementation for their mutual fund and public-market strategies.

Assets & Accounts

Public Holdings

Location & Offices