Argus Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$56,301,505
This total excludes 6 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
22
68% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
22
TypicalAverage account size
$2,559,159
About
Argus Wealth Management provides discretionary asset management, financial planning and consulting to individuals (including high‑net‑worth clients), charitable organizations, and private business entities. Services include ongoing portfolio supervision, implementation of investment recommendations, and standalone or as‑needed financial planning delivered alongside investment management when requested.
The firm emphasizes a long‑term, globally diversified approach that blends passive core holdings with active satellite managers and uses Modern Portfolio Theory to guide asset allocation and risk management. Portfolios are tailored to each client’s objectives and risk tolerance, and the firm discloses that it may employ derivatives (for example, options) in separately managed accounts to implement hedging or tactical positions while noting the specific risks of such strategies.
Operating as a small advisory practice managing roughly $64.6 million for a limited client base, the firm combines one‑on‑one planning with ongoing account monitoring and includes insurance/annuity contract assets within its managed assets. The explicit use of derivatives in client accounts and the firm’s arrangements to access commission‑free, fee‑based insurance platforms for implementing annuity or insurance solutions are features that distinguish its service mix from many peers.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Wealth management
Passive / index investing
Active portfolio management
Tax-loss harvesting
Fee options
Fixed fees for financial planning generally range from $2,500 to $5,000, negotiated case-by-case
$0 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.75% $5,000,001+: Negotiable
Typically $250 per hour for financial planning and consulting services
Account minimum: $500,000 Minimum fee: $7,500 minimum annual fee for accounts under $500,000 Fee-only: Asset management fees, financial planning and consulting fees; no commissions accepted
Main office location
Argus Wealth Management
3001 Rr 620 South, Suite 327
Austin TX 78738, United States
Number of offices
1
Most active in
Argus Wealth Management has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")