The ARGOS WEALTH ADVISORS LLC is a privately held investment adviser that advises $1.04Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. ARGOS WEALTH ADVISORS LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 34.1% over the last 5-years.
The Group has been registered with the SEC for 19.07 years and is comprised of 1 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at 5930 SOUTH LAND PARK DRIVE #22459, SACRAMENTO, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 11 employees comprised of 10 investment and 1 non-investment staff. The total number of Employees increased by 37.5% over the last 5-years.
Their $1.04Bn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 9 other accounts. Assets of High Net Worth Individuals clients own $766.27mn or 73.75% of Total Assets and Individuals own $223.24mn or 21.49% of Total Assets.
The Group's top investment strategies include Fund of Funds, representing 100% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
ARGOS WEALTH ADVISORS LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.