Argonautica Private Wealth Management, Inc
● SEC registered since 2021CRD 316736SEC# 801-122660Wellesley, MA
Reg. AUM
$532.9M
Employees
6
Accounts
515
Location
Wellesley, MA
Argonautica Private Wealth Management, Inc assets under management
Argonautica Private Wealth Management, Inc is an SEC-registered investment adviser based in Wellesley, MA. The firm has been registered since 2021. It reports $532.9 million in regulatory assets under management and employs 6 people.
Argonautica Private Wealth Management, Inc owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Frank Rambusch Control | Secretary And Treasurer | 50-75% | 2021 |
| Mary Lourdes Lecca Control | Chief Compliance Officer | Under 5% | 2022 |
| Theodore Charles York Control | President | 50-75% | 2021 |
Frequently asked questions
How much does Argonautica Private Wealth Management, Inc manage?
Argonautica Private Wealth Management, Inc reports $532.9 million in regulatory assets under management on its Form ADV.
How many employees does Argonautica Private Wealth Management, Inc have?
Argonautica Private Wealth Management, Inc reports 6 employees.
Where is Argonautica Private Wealth Management, Inc located?
Argonautica Private Wealth Management, Inc is based in Wellesley, MA and has been SEC-registered since 2021.
Does Argonautica Private Wealth Management, Inc disclose fund performance?
Argonautica Private Wealth Management, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 57 River Street, Suite 202, Wellesley, MA 02481 |
| Phone | 781-591-0200 |
| Fax | 781-591-0301 |
| Office hours | 8:30-4:30 |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1931870 |
| Discloses disciplinary history | No |
Regulatory AUM
$532.9M▲ 5%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 46%
Larger than 54% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$532.9Mregulatory AUM
Discretionary $477.8MNon-discretionary $55.1M