# Argo Wealth Advisory, LLC

> Argo Wealth Advisory, LLC is an SEC-registered investment advisory firm in McLean, VA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated December 8, 2025.

- CRD: 334041
- Filed as: ARGO WEALTH ADVISORY, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: McLean, VA
- Filing period: October 2026
- Form ADV filing dated: December 8, 2025
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/334041
- AdvisorCensus page: https://advisorcensus.com/firm/argo-wealth-advisory-llc-mclean-va-334041

## Quick answers

**How is Argo Wealth Advisory, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Argo Wealth Advisory, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Argo Wealth Advisory, LLC charge?**
Its Form ADV Part 2A brochure dated December 8, 2025 states: Flat fee: $500 to $50,000 (standalone financial planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Argo Wealth Advisory, LLC located?**
Argo Wealth Advisory, LLC's principal office is in McLean, VA, according to its Form ADV.

**Is Argo Wealth Advisory, LLC registered with the SEC or a state?**
Argo Wealth Advisory, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 334041.

**How much does Argo Wealth Advisory, LLC manage?**
Argo Wealth Advisory, LLC reports $256,168,541 in regulatory assets under management in its Form ADV filing dated December 8, 2025 (88% discretionary).

**How have Argo Wealth Advisory, LLC's assets and staff changed since 2025?**
In the Form ADV data for Argo Wealth Advisory, LLC: Regulatory assets under management: $211,000,000 in the October 2025 data and $256,168,541 in the October 2026 data, up 21%. 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 Argo Wealth Advisory, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (70); individuals (other than high net worth individuals) (20); pension and profit sharing plans (but not the plan participants or government pension plans) (9).

**Which custodians does Argo Wealth Advisory, LLC use?**
Argo Wealth Advisory, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James Financial Services, Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Argo Wealth Advisory, 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/334041

**Does Argo Wealth Advisory, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated December 8, 2025 says: "Argo Wealth generally does not impose a minimum relationship size."

**What changed in Argo Wealth Advisory, LLC's recent Form ADV filings?**
In the January 2026 filing data: Regulatory assets under management went from $211,000,000 to $256,168,541 (+21%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated December 8, 2025)

- Account minimum: None

> Argo Wealth generally does not impose a minimum relationship size.

- Flat fee: $500 to $50,000 (standalone financial planning)

> The Advisor also offers standalone financial planning for a fixed engagement fee ranging from $500 to $50,000 per engagement.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Raymond James Financial Services, Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $256,168,541
- Discretionary: $225,936,588
- Non-discretionary: $30,231,953

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 20 | $9,498,235 |
| High net worth individuals | 70 | $216,268,862 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 9 | $29,482,563 |
| Charitable organizations | Fewer than 5 | $918,881 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, DE, FL, LA, MD, NC, NH, NV, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- argowealthadvisory.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $211,000,000 | 2 | June 12, 2025 |
| October 2026 | $256,168,541 | 2 | December 8, 2025 |

Regulatory assets under management: $211,000,000 in the October 2025 data and $256,168,541 in the October 2026 data, up 21%.
Total employees: 2 in October 2025 and 2 in October 2026.

## Changes in the filing (last 12 months)

### January 2026
- Regulatory assets under management went from $211,000,000 to $256,168,541 (+21%).

### December 2025
- Registered or notice-filed in TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Argo Wealth Advisory, LLC (CRD 334041): Form ADV filing data as of October 2026.