Argos Wealth Advisors LLC

Argos Wealth Advisors provides investment advisory and financial planning services to individuals, high‑net‑worth clients, trusts, estates, and charitable organizations, describing client portfolios as typically ranging from $1 million to $500 million; the firm reports managing over $1 billion in client assets and operates with a team of eight advisors. Core services include asset allocation, portfolio construction and monitoring, selection and oversight of third‑party money managers, and integrated financial planning.

The firm follows a risk‑based, strategic asset‑allocation approach that sets target allocations and rebalances periodically, and implements plans by engaging sub‑managers or selecting mutual funds and ETFs. For certain strategies—notably its private pooled vehicle—the firm both selects external sub‑managers and directly manages portions of assets, including deploying derivative instruments, while incorporating tax sensitivity and conflict‑management practices into oversight.

Argos is atypical among similarly sized team advisers in that it sponsors and serves as general partner and investment adviser to the AWA Small Cap Access Fund, L.P., a private pooled investment vehicle created to provide client access to small‑cap managers with high minimums. To address the inherent conflicts of interest, the firm includes clients’ Fund investments in overall assets under management rather than charging a separate adviser fee for those interests, requires approvals for employee investments in the Fund, and maintains a client advisory board to solicit ongoing client input.