Argos Wealth Advisors LLC

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Assets, Funds, Holdings

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Argos Wealth Advisors LLC
CRD #144481
SEC #801-68097
CIK #
AUM $829.8 MM (2024-03-25)
Employees 9 (78% Investors, 0% Brokers)
Phone707-633-9063
Address1183 Empire Avenue
Park City, UT 84060
Source [IAPD] [Website]
Total AUM ($MM)
90072054036018002007201320192025
Type Form D Funds Date Sold ($MM) AUM ($MM)
Other AWA Small Cap Access Fund LP [2012-01-30] 48.5 29.8
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 174 206.4
(b) Individuals (high net worth individuals) 43 589.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 1 29.8
(g) Pension and profit sharing plans 0 2.2
(h) Charitable organizations 2 2.4
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 222 829.8
By Discretionary
Discretionary 124 778.6
Non-Discretionary 98 51.2
Total 222 829.8
By Non-United States Persons
Non-United States Persons 16.0
United States Persons 813.9
Total 222 829.8
Form D Directors # Filings # Firms 2011 - 2024
Argos Wealth Advisors LLC NA 1
Argos Wealth Advisors LLC 1
Comparable Firms State AUM ($BB)
Cannell Capital LLC
WY 0.9
Martin Investment Management LLC
FL 0.9
Warberg Asset Management LLC
IL 0.8
Synergy Asset Management LLC
WA 0.8
Kingdon Capital Management LLC
NY 0.8
Optima Asset Management LLC
NY 0.8
Logan Stone Capital LLC
IL 0.8
Nuverse Advisors LLC
FL 0.8
Private Capital Advisors Inc
CT 0.8
Satovsky Asset Management LLC
NY 0.8
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