Argos Wealth Advisors LLC
● SEC registered since 2007CRD 144481SEC# 801-68097
Ranks #2,950 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1.04B
Fund GAV
$32.1M
Private funds
1
Employees
11
Accounts
246
Location
—
Argos Wealth Advisors LLC assets under management
Argos Wealth Advisors LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2007. It reports $1 billion in regulatory assets under management and employs 11 people. Argos Wealth Advisors LLC manages 1 private fund with combined gross assets of $32.1 million, including Awa Small Cap Access Fund, L.P. By regulatory assets, it ranks 2,950 of 6,004 private fund managers.
Argos Wealth Advisors LLC private funds
1 funds · $32.1M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Awa Small Cap Access Fund, L.P. | Other Private | $32.1M | $50K |
Argos Wealth Advisors LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Argos Wealth Holdings Control | Part Owner | Over 75% | 2021 |
| Bradford Jitsuso Yamada Control | Partner & Head Of Research | Under 5% | 2008 |
| Michael Howard Russo Control | Managing Member / Chief Executive Officer | Under 5% | 2007 |
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Argos Wealth Advisors LLC manage?
Argos Wealth Advisors LLC reports $1 billion in regulatory assets under management on its Form ADV.
How many private funds does Argos Wealth Advisors LLC manage?
Argos Wealth Advisors LLC manages 1 private funds with combined gross assets of $32.1 million.
How many employees does Argos Wealth Advisors LLC have?
Argos Wealth Advisors LLC reports 11 employees.
Does Argos Wealth Advisors LLC disclose fund performance?
Argos Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 707-633-9063 |
| Office hours | 7:00 a.m. - 4:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.04B▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 32%
Larger than 68% of 16,271 advisers
AUM vs fund managersTop 49%
Larger than 51% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$1.04Bregulatory AUM
Discretionary $997.4MNon-discretionary $41.5M