# Argonautica Private Wealth Management, Inc

> Argonautica Private Wealth Management, Inc is an SEC-registered investment advisory firm in Wellesley, MA, registered since 2021, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated April 1, 2026.

- CRD: 316736
- Filed as: ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Wellesley, MA
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/316736
- AdvisorCensus page: https://advisorcensus.com/firm/argonautica-private-wealth-management-inc-wellesley-ma-316736

## Quick answers

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

**How much does Argonautica Private Wealth Management, Inc charge?**
Its Form ADV Part 2A brochure dated April 1, 2026 states: Flat fee: $5,000 to $15,000 a year (financial planning); Flat fee: $10,000 a year (consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Argonautica Private Wealth Management, Inc located?**
Argonautica Private Wealth Management, Inc's principal office is in Wellesley, MA, according to its Form ADV.

**Is Argonautica Private Wealth Management, Inc registered with the SEC or a state?**
Argonautica Private Wealth Management, Inc is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 316736.

**How much does Argonautica Private Wealth Management, Inc manage?**
Argonautica Private Wealth Management, Inc reports $532,889,266 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (90% discretionary).

**How have Argonautica Private Wealth Management, Inc's assets and staff changed since 2022?**
In the Form ADV data for Argonautica Private Wealth Management, Inc: Regulatory assets under management: $386,045,660 in the October 2022 data and $532,889,266 in the October 2026 data, up 38%. Total employees: 6 in October 2022 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Argonautica Private Wealth Management, Inc serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (58); individuals (other than high net worth individuals) (51); charitable organizations (6).

**Which custodians does Argonautica Private Wealth Management, Inc use?**
Argonautica Private Wealth Management, Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Wells Fargo Clearing Services, LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Argonautica Private Wealth Management, Inc 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/316736

**What changed in Argonautica Private Wealth Management, Inc's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 3 to 4.

## 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 April 1, 2026)

- Flat fee: $5,000 to $15,000 a year (financial planning)

> Fees for financial planning are billed at a fixed rate. Fees are billed either in advance or arrears based upon the needs of the client. The minimum fee required for financial planning services is $5,000 and can range up to $15,000 annually.

- Flat fee: $10,000 a year (consulting services)

> Fees for consulting services are billed at a fixed rate or based on assets under advisement either in advance or arrears upon the needs of the client and range from 0.10% - 1.00% annually. The minimum fee for consulting services is $10,000 annually.

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

### Custodians (Schedule D, Section 5.K(3))
- Wells Fargo Clearing Services, LLC

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: $532,889,266
- Discretionary: $477,755,305
- Non-discretionary: $55,133,961

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 51 | $20,406,595 |
| High net worth individuals | 58 | $414,659,369 |
| Charitable organizations | 6 | $8,882,283 |
| Corporations or other businesses not listed above | 6 | $88,941,019 |

### Advisory services (Item 5.G)
- Financial planning services
- 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)
- Other

### Firm details
- Registered since: 2021 (4 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, DC, FL, MA, ME, MO, NC, NH, NY, RI, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- argonauticapwm.com
- LinkedIn @argonautica-private-wealth-management-inc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $386,045,660 | 6 | September 14, 2022 |
| October 2023 | $383,506,122 | 6 | March 23, 2023 |
| October 2024 | $404,020,350 | 6 | March 14, 2024 |
| October 2025 | $507,174,298 | 6 | June 26, 2025 |
| October 2026 | $532,889,266 | 6 | April 1, 2026 |

Regulatory assets under management: $386,045,660 in the October 2022 data and $532,889,266 in the October 2026 data, up 38%.
Total employees: 6 in October 2022 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 3 to 4.

### January 2026
- No longer registered or notice-filed in VT.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Argonautica Private Wealth Management, Inc (CRD 316736): Form ADV filing data as of October 2026.