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| Keyboard |
| ARG Private Wealth LLC
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|---|---|
| CRD # | 336183 |
| SEC # | 801-136365 |
| CIK # | |
| AUM | 280.0 M (2026-06-09) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 513-488-1600 |
| Address | 3825 Edwards Road Cincinnati, OH 45209 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2 | 1.1 |
| (b) Individuals (high net worth individuals) | 61 | 271.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 3.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 3.6 |
| (n) Other | 0 | 0.0 |
| Total | 530 | 280.0 |
| By Discretionary | ||
| Discretionary | 530 | 280.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 530 | 280.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 280.0 | |
| Total | 530 | 280.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
DBS Investment Advisers LLC
✚
|
MI | 280.2 M |
|
Farrow Financial Inc
✚
|
VT | 280.1 M |
|
WWM Advisory Inc
✚
|
CA | 280.1 M |
|
Rockingstone Advisors LLC
✚
|
MA | 280.1 M |
|
Victus Captial Wealth LLC
✚
|
CA | 280.1 M |
|
Willow Creek Capital Management Inc
✚
|
MT | 280.0 M |
|
Conquis Financial LLC
✚
|
CA | 280.0 M |
|
Perritt Capital Management Inc
✚
|
IL | 279.8 M |
|
Faith Investor Services LLC
✚
|
279.7 M | |
|
McBrearty Capital Management Inc
✚
|
TN | 279.7 M |