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ARG PRIVATE WEALTH, LLC

CRD 336183 · SEC 801-136365

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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

TypeClientsAUM
Individuals2$1.1M
High net worth individuals61$271.6M
Pension/profit sharing plans2$3.6M

All web addresses on file

Official SEC filing: View on IAPD