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| Happy Holidays!! thanks for using AUM13F!! |
| Argos Wealth Advisors LLC
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| CRD # | 144481 |
| SEC # | 801-68097 |
| CIK # | |
| AUM | $897.2 M (2025-03-13) |
| Employees | 11 (91% Investors, 0% Brokers) |
| Phone | 707-633-9063 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | AWA Small Cap Access Fund LP | [2012-01-30] | 49.0 | 34.6 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 187 | 233.7 |
| (b) Individuals (high net worth individuals) | 40 | 623.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 34.6 |
| (g) Pension and profit sharing plans | 0 | 2.2 |
| (h) Charitable organizations | 5 | 3.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 235 | 897.2 |
| By Discretionary | ||
| Discretionary | 137 | 853.3 |
| Non-Discretionary | 98 | 43.9 |
| Total | 235 | 897.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 20.3 | |
| United States Persons | 876.9 | |
| Total | 235 | 897.2 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Argos Wealth Advisors LLC | 1 | ||
| Argos Wealth Advisors LLC NA | 1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
ASA Managed Account Managers LLC
✚
|
MN | 0.9 |
|
Prytania Investment Advisors LLP
✚
|
0.9 | |
|
Fort Sheridan Advisors LLC
✚
|
IL | 0.9 |
|
Robotti & Company Advisors LLC
✚
|
NY | 0.9 |
|
Formidable Asset Management LLC
✚
|
OH | 0.9 |
|
Piton Investment Management LP
✚
|
NY | 0.9 |
|
Verdad Advisers LP
✚
|
MA | 0.9 |
|
Night Owl Capital Management LLC
✚
|
CT | 0.9 |
|
Waycross Partners LLC
✚
|
KY | 0.9 |
|
Warberg Asset Management LLC
✚
|
IL | 0.9 |