# ARG Private Wealth, LLC

> ARG Private Wealth, LLC is an SEC-registered investment advisory firm in Cincinnati, OH, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 17, 2026.

- CRD: 336183
- Filed as: ARG PRIVATE WEALTH, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Cincinnati, OH
- Filing period: October 2026
- Form ADV filing dated: September 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/336183
- AdvisorCensus page: https://advisorcensus.com/firm/arg-private-wealth-llc-cincinnati-oh-336183

## Quick answers

**How is ARG Private Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), ARG Private Wealth, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is ARG Private Wealth, LLC located?**
ARG Private Wealth, LLC's principal office is in Cincinnati, OH, according to its Form ADV.

**Is ARG Private Wealth, LLC registered with the SEC or a state?**
ARG Private Wealth, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 336183.

**How much does ARG Private Wealth, LLC manage?**
ARG Private Wealth, LLC reports $279,970,726 in regulatory assets under management in its Form ADV filing dated September 17, 2026 (100% discretionary).

**How have ARG Private Wealth, LLC's assets and staff changed since 2025?**
In the Form ADV data for ARG Private Wealth, LLC: Regulatory assets under management: $0 in the October 2025 data and $279,970,726 in the October 2026 data. Total employees: 2 in October 2025 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does ARG Private Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (61); individuals (other than high net worth individuals) (2); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

**Does ARG Private Wealth, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/336183

**What changed in ARG Private Wealth, LLC's recent Form ADV filings?**
In the October 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $279,970,726
- Discretionary: $279,970,726
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2 | $1,101,873 |
| High net worth individuals | 61 | $271,641,946 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $3,597,603 |
| Corporations or other businesses not listed above | Fewer than 5 | $3,629,304 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, KY, OH, OK
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [argprivatewealth.com](https://argprivatewealth.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $0 | 2 | May 22, 2025 |
| October 2026 | $279,970,726 | 2 | September 17, 2026 |

Regulatory assets under management: $0 in the October 2025 data and $279,970,726 in the October 2026 data.
Total employees: 2 in October 2025 and 2 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Updated its list of owners and control persons (Schedule A).

### September 2026
- Registered or notice-filed in AL, KY, OK.

### August 2026
- Updated its list of owners and control persons (Schedule A).

### May 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. ARG Private Wealth, LLC (CRD 336183): Form ADV filing data as of October 2026.
