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ARGO WEALTH ADVISORY, LLC
CRD 334041 · SEC 801-132081
1765 GREENSBORO STATION PLACE, SUITE 900, MCLEAN, VA, 22102, United States
Phone
703-914-3830
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$256.2M
Discretionary AUM
$225.9M
Team
2 total employees; 2 advisory reps; 3 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2025-12-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 20 | $9.5M |
| High net worth individuals | 70 | $216.3M |
| Pension/profit sharing plans | 9 | $29.5M |
States served
CA, DE, LA, MD, NV, NC, SC, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD