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| Argo Wealth Advisory LLC
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|---|---|
| CRD # | 334041 |
| SEC # | 801-132081 |
| CIK # | 0002104895 |
| AUM | 256.2 M (2025-12-08) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 703-914-3830 |
| Address | 1765 Greensboro Station Place Mclean, VA 22102 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| AbbVie Inc | 8.4 | ||
| Costco Wholesale Corp /NEW | 3.6 | ||
| Cisco Systems Inc | 3.3 | ||
| FPL Group Inc | 3.2 | ||
| Microsoft Corp | 3.1 | ||
| Lockheed Martin Corp | 3.0 | ||
| Amgen Inc | 2.9 | ||
| McKesson Corp | 2.8 | ||
| Lowes Companies Inc | 2.7 | ||
| Honeywell International Inc | 2.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 20 | 9.5 |
| (b) Individuals (high net worth individuals) | 70 | 216.3 |
| (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 | 9 | 29.5 |
| (h) Charitable organizations | 0 | 0.9 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 425 | 256.2 |
| By Discretionary | ||
| Discretionary | 352 | 225.9 |
| Non-Discretionary | 73 | 30.2 |
| Total | 425 | 256.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 256.2 | |
| Total | 425 | 256.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002104895] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 3 |
| Serves | Institutional, Retail |
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