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ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC
CRD 316736 · SEC 801-122660
57 RIVER STREET, SUITE 202, WELLESLEY, MA, 02481, United States
Phone
781-591-0200
Fax
781-591-0301
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$532.9M
Discretionary AUM
$477.8M
Team
6 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-04-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersINSTITUTIONAL CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 51 | $20.4M |
| High net worth individuals | 58 | $414.7M |
| Charitable organizations | 6 | $8.9M |
| Corporations/business entities | 6 | $88.9M |
States served
CA, DC, ME, MA, NY, NC, RI, MO, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD