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| Argonautica Private Wealth Management Inc
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|---|---|
| CRD # | 316736 |
| SEC # | 801-122660 |
| CIK # | 0001931870 |
| AUM | 532.9 M (2026-04-01) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 781-591-0200 |
| Address | 57 River Street Wellesley, MA 02481 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001931870 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 18.1 | ||
| Alphabet Inc | 17.9 | ||
| Nvidia Corp | 14.8 | ||
| Microsoft Corp | 12.7 | ||
| Broadcom Inc | 12.3 | ||
| Applied Materials Inc /DE | 9.5 | ||
| Amazon Com Inc | 7.7 | ||
| Advanced Micro Devices Inc | 7.3 | ||
| Wal Mart Stores Inc | 6.5 | ||
| Cisco Systems Inc | 6.3 | ||
| KLA Tencor Corp | 6.2 | ||
| Facebook Inc | 5.6 | ||
| Tesla Motors Inc | 4.7 | ||
| BlackRock Inc | 4.6 | ||
| Amphenol Corp /DE/ | 4.5 | ||
| FPL Group Inc | 4.4 | ||
| Analog Devices Inc | 3.9 | ||
| Texas Instruments Inc | 3.9 | ||
| Oracle Corp | 3.8 | ||
| Blackstone Group LP | 3.8 | ||
| Federal Realty Investment Trust | 3.7 | ||
| Ace Ltd | 3.6 | ||
| Ingersoll-Rand PLC | 3.5 | ||
| Mastercard Inc | 3.4 | ||
| Ecolab Inc | 3.3 | ||
| Phillips 66 | 3.3 | ||
| Parker Hannifin Corp | 3.3 | ||
| AbbVie Inc | 3.3 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 3.2 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 51 | 20.4 |
| (b) Individuals (high net worth individuals) | 58 | 414.7 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 6 | 8.9 |
| (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 | 6 | 88.9 |
| (n) Other | 0 | 0.0 |
| Total | 515 | 532.9 |
| By Discretionary | ||
| Discretionary | 361 | 477.8 |
| Non-Discretionary | 154 | 55.1 |
| Total | 515 | 532.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.7 | |
| United States Persons | 530.2 | |
| Total | 515 | 532.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001931870] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Morse Asset Management Inc
✚
|
CT | 534.3 M |
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Peirce Capital Management LLC
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TX | 534.1 M |
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Affiliated Private Investors LLC
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FL | 533.7 M |
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Collective Family Office LLC
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PA | 533.4 M |
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Brophy Wealth Management LLC
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Founders Grove Wealth Partners LLC
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Elevated Financial Group LLC
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IN | 532.0 M |
|
Monument Capital Management LLC
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|
VA | 531.7 M |
|
Cerro Pacific Wealth Advisors LLC
✚
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CA | 531.6 M |
|
XXI Wealth LLC
✚
|
IL | 531.5 M |