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Argonautica Private Wealth Management, Inc

● SEC registered since 2021CRD 316736SEC# 801-122660Wellesley, MA
Export (members)
Reg. AUM
$507.2M
Employees
6
Accounts
535
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 $507.2 million in regulatory assets under management and employs 6 people.

Argonautica Private Wealth Management, Inc owners & executives

3 reported
NameTitleOwnershipSince
Frank Rambusch ControlSecretary And Treasurer50-75%2021
Mary Lourdes Lecca ControlChief Compliance OfficerUnder 5%2022
Theodore Charles York ControlPresident50-75%2021

Frequently asked questions

How much does Argonautica Private Wealth Management, Inc manage?

Argonautica Private Wealth Management, Inc reports $507.2 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

Address57 River Street, Suite 202, Wellesley, MA 02481
Phone781-591-0200
Fax781-591-0301
Office hours8:30-4:30
SEC regionBoston Regional Office (BRO)
CIK1931870
Discloses disciplinary historyNo

Assets under management

Discretionary$441.1M
Non-discretionary$66.1M
Total (RAUM)$507.2M