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ARG PRIVATE WEALTH, LLC
CRD 336183 · SEC 801-136365
3825 EDWARDS ROAD, STE 650, CINCINNATI, OH, 45209, United States
Phone
513-488-1600
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$280.0M
Discretionary AUM
$280.0M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-09
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2 | $1.1M |
| High net worth individuals | 61 | $271.6M |
| Pension/profit sharing plans | 2 | $3.6M |
All web addresses on file
Official SEC filing: View on IAPD