| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Awa Small Cap Access Fund, L.P. | Other Private | $34.6M | $50K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Bradford Jitsuso Yamada Control | Member / Research | 10-25% | 2008 |
| Merchant Wealth Partners, LLC | Part Owner | 10-25% | 2021 |
| Michael Howard Russo Control | Managing Member / Chief Executive Officer | 50-75% | 2007 |
Argos Wealth Advisors LLC reports $897.2 million in regulatory assets under management on its Form ADV.
Argos Wealth Advisors LLC manages 1 private funds with combined gross assets of $34.6 million.
Argos Wealth Advisors LLC reports 11 employees.
Argos Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $853.3M |
| Non-discretionary | $43.9M |
| Total (RAUM) | $897.2M |