# Argos Wealth Advisors LLC

> Argos Wealth Advisors LLC is an SEC-registered investment advisory firm in Sacramento, CA, registered since 2007, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 25, 2026.

- CRD: 144481
- Filed as: ARGOS WEALTH ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Sacramento, CA
- Filing period: October 2026
- Form ADV filing dated: September 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/144481
- AdvisorCensus page: https://advisorcensus.com/firm/argos-wealth-advisors-llc-sacramento-ca-144481

## Quick answers

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

**How much does Argos Wealth Advisors LLC charge?**
Its Form ADV Part 2A brochure dated July 10, 2026 states: Hourly rate: $250 to $500 an hour (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Argos Wealth Advisors LLC located?**
Argos Wealth Advisors LLC's principal office is in Sacramento, CA, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Argos Wealth Advisors LLC registered with the SEC or a state?**
Argos Wealth Advisors LLC is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 144481.

**How much does Argos Wealth Advisors LLC manage?**
Argos Wealth Advisors LLC reports $1,038,974,470 in regulatory assets under management in its Form ADV filing dated September 25, 2026 (96% discretionary).

**How have Argos Wealth Advisors LLC's assets and staff changed since 2021?**
In the Form ADV data for Argos Wealth Advisors LLC: Regulatory assets under management: $774,788,163 in the October 2021 data and $1,038,974,470 in the October 2026 data, up 34%. Total employees: 8 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Argos Wealth Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (189); high net worth individuals (45); charitable organizations (9).

**Which custodians does Argos Wealth Advisors LLC use?**
Argos Wealth Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Columbia Private Trust and Inspira Financial Trust Company as custodians holding 10% or more of its separately managed account assets.

**Does Argos Wealth Advisors 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/144481

**Does Argos Wealth Advisors LLC state an account minimum?**
Its Form ADV Part 2A brochure dated July 10, 2026 says: "Argos Wealth Advisors’ minimum account size is $5,000,000 which amount may be waived by the Firm."

**What changed in Argos Wealth Advisors LLC's recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in AZ.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated July 10, 2026)

- Account minimum: $5,000,000 (the brochure says it may be waived or negotiated)

> Argos Wealth Advisors’ minimum account size is $5,000,000 which amount may be waived by the Firm.

- Minimum annual fee: $40,000

> * Minimum fee is $40,000 per annum

- Hourly rate: $250 to $500 an hour (financial planning and consulting services)

> Our hourly fees range between $250 and $500 (depending upon the investment adviser representative working with you). When consulting services are provided on an hourly basis, the total amount of fees will vary depending upon the circumstances.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Columbia Private Trust
- Inspira Financial Trust Company

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: $1,038,974,470
- Discretionary: $997,438,315
- Non-discretionary: $41,536,155

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 189 | $223,237,202 |
| High net worth individuals | 45 | $766,269,699 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $32,097,807 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $2,411,293 |
| Charitable organizations | 9 | $14,958,469 |

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

### Firm details
- Registered since: 2007 (19 years)
- Employees: 11 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, CT, FL, IL, NJ, NV, NY, PA, TX, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- [argoswealth.com](https://argoswealth.com)
- LinkedIn @argos-wealth-advisors-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $774,788,163 | 8 | June 4, 2021 |
| October 2022 | $838,667,881 | 8 | May 18, 2022 |
| October 2023 | $782,309,186 | 9 | March 27, 2023 |
| October 2024 | $829,849,450 | 9 | April 2, 2024 |
| October 2025 | $897,177,631 | 11 | March 13, 2025 |
| October 2026 | $1,038,974,470 | 11 | September 25, 2026 |

Regulatory assets under management: $774,788,163 in the October 2021 data and $1,038,974,470 in the October 2026 data, up 34%.
Total employees: 8 in October 2021 and 11 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in AZ.

### April 2026
- Regulatory assets under management went from $897,177,631 to $1,038,974,470 (+16%).
- Registered or notice-filed in NV.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Argos Wealth Advisors LLC (CRD 144481): Form ADV filing data as of October 2026.