ARGOS WEALTH ADVISORS LLC
CRD #144481 SEC #801-68097 707-633-9063
SEC Registered Private Funds
Total AUM
$897.2M
Discretionary
$853.3M
Employees
11
Clients
101
Accounts
235
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $897.2M | $853.3M | $43.9M | 11 | 0 |
| Dec 2024 | $829.8M | $778.6M | $51.2M | 9 | 0 |
| Dec 2024 | $829.8M | $778.6M | $51.2M | 9 | 0 |
| Apr 2024 | $829.8M | $778.6M | $51.2M | 9 | 0 |
| Mar 2024 | $829.8M | $778.6M | $51.2M | 9 | 0 |
| Mar 2024 | $829.8M | $778.6M | $51.2M | 9 | 0 |
| Oct 2023 | $782.3M | $733M | $49.3M | 9 | 0 |
| Mar 2023 | $782.3M | $733M | $49.3M | 9 | 0 |
| May 2022 | $838.7M | $781.7M | $57M | 8 | 0 |
| Mar 2022 | $838.7M | $781.7M | $57M | 8 | 0 |
| Mar 2022 | $838.7M | $781.7M | $57M | 8 | 0 |
| Jun 2021 | $774.8M | $718M | $56.8M | 8 | 0 |
| Mar 2021 | $774.8M | $718M | $56.8M | 8 | 0 |
| Dec 2020 | $716.4M | $716.4M | $0 | 9 | 0 |
| Dec 2020 | $716.4M | $716.4M | $0 | 9 | 0 |
| Jul 2020 | $716.4M | $716.4M | $0 | 9 | 0 |
| Jun 2020 | $716.4M | $716.4M | $0 | 9 | 0 |
| Mar 2020 | $716.4M | $716.4M | $0 | 9 | 0 |
| Mar 2019 | $702.6M | $702.6M | $0 | 9 | 0 |
| Nov 2018 | $817.2M | $817.2M | $0 | 9 | 0 |
| Apr 2018 | $817.2M | $817.2M | $0 | 9 | 0 |
| Feb 2018 | $817.2M | $817.2M | $0 | 9 | 0 |
| Feb 2018 | $817.2M | $817.2M | $0 | 9 | 0 |
| Nov 2017 | $803.5M | $803.5M | $0 | 9 | 0 |
| Mar 2017 | $750.6M | $750.6M | $0 | 9 | 100 |
| Jun 2016 | $695.6M | $695.6M | $0 | 9 | 100 |
| Mar 2016 | $695.6M | $695.6M | $0 | 9 | 100 |
| Jul 2015 | $872.6M | $789.6M | $82.9M | 7 | 100 |
| May 2015 | $872.6M | $789.6M | $82.9M | 7 | 100 |
| Mar 2015 | $872.6M | $789.6M | $82.9M | 7 | 100 |
| Aug 2014 | $864.8M | $755.3M | $109.5M | 8 | 165 |
| Jul 2014 | $864.8M | $755.3M | $109.5M | 8 | 165 |
| Apr 2014 | $864.8M | $755.3M | $109.5M | 8 | 165 |
| Feb 2014 | $864.8M | $755.3M | $109.5M | 8 | 165 |
| Mar 2013 | $738.3M | $648.6M | $89.7M | 8 | 116 |
| Mar 2012 | $715M | $602.9M | $112.1M | 6 | 26 |
| Feb 2012 | $715M | $602.9M | $112.1M | 6 | 26 |
| Jan 2012 | $715M | $602.9M | $112.1M | 6 | 26 |
| Mar 2011 | $557.6M | $469.9M | $87.7M | 10 | -- |
| Mar 2011 | $557.6M | $469.9M | $87.7M | 10 | -- |
| Jun 2010 | $479.9M | $479.9M | $0 | 10 | -- |
| Apr 2009 | $350M | $350M | $0 | 10 | -- |
| Nov 2007 | $242.4M | $242.4M | $0 | 5 | -- |
DateMar 2025
Total AUM$897.2M
Discretionary$853.3M
Non-Disc.$43.9M
Employees11
Clients0
DateDec 2024
Total AUM$829.8M
Discretionary$778.6M
Non-Disc.$51.2M
Employees9
Clients0
DateDec 2024
Total AUM$829.8M
Discretionary$778.6M
Non-Disc.$51.2M
Employees9
Clients0
DateApr 2024
Total AUM$829.8M
Discretionary$778.6M
Non-Disc.$51.2M
Employees9
Clients0
DateMar 2024
Total AUM$829.8M
Discretionary$778.6M
Non-Disc.$51.2M
Employees9
Clients0
DateMar 2024
Total AUM$829.8M
Discretionary$778.6M
Non-Disc.$51.2M
Employees9
Clients0
DateOct 2023
Total AUM$782.3M
Discretionary$733M
Non-Disc.$49.3M
Employees9
Clients0
DateMar 2023
Total AUM$782.3M
Discretionary$733M
Non-Disc.$49.3M
Employees9
Clients0
DateMay 2022
Total AUM$838.7M
Discretionary$781.7M
Non-Disc.$57M
Employees8
Clients0
DateMar 2022
Total AUM$838.7M
Discretionary$781.7M
Non-Disc.$57M
Employees8
Clients0
DateMar 2022
Total AUM$838.7M
Discretionary$781.7M
Non-Disc.$57M
Employees8
Clients0
DateJun 2021
Total AUM$774.8M
Discretionary$718M
Non-Disc.$56.8M
Employees8
Clients0
DateMar 2021
Total AUM$774.8M
Discretionary$718M
Non-Disc.$56.8M
Employees8
Clients0
DateDec 2020
Total AUM$716.4M
Discretionary$716.4M
Non-Disc.$0
Employees9
Clients0
DateDec 2020
Total AUM$716.4M
Discretionary$716.4M
Non-Disc.$0
Employees9
Clients0
DateJul 2020
Total AUM$716.4M
Discretionary$716.4M
Non-Disc.$0
Employees9
Clients0
DateJun 2020
Total AUM$716.4M
Discretionary$716.4M
Non-Disc.$0
Employees9
Clients0
DateMar 2020
Total AUM$716.4M
Discretionary$716.4M
Non-Disc.$0
Employees9
Clients0
DateMar 2019
Total AUM$702.6M
Discretionary$702.6M
Non-Disc.$0
Employees9
Clients0
DateNov 2018
Total AUM$817.2M
Discretionary$817.2M
Non-Disc.$0
Employees9
Clients0
DateApr 2018
Total AUM$817.2M
Discretionary$817.2M
Non-Disc.$0
Employees9
Clients0
DateFeb 2018
Total AUM$817.2M
Discretionary$817.2M
Non-Disc.$0
Employees9
Clients0
DateFeb 2018
Total AUM$817.2M
Discretionary$817.2M
Non-Disc.$0
Employees9
Clients0
DateNov 2017
Total AUM$803.5M
Discretionary$803.5M
Non-Disc.$0
Employees9
Clients0
DateMar 2017
Total AUM$750.6M
Discretionary$750.6M
Non-Disc.$0
Employees9
Clients100
DateJun 2016
Total AUM$695.6M
Discretionary$695.6M
Non-Disc.$0
Employees9
Clients100
DateMar 2016
Total AUM$695.6M
Discretionary$695.6M
Non-Disc.$0
Employees9
Clients100
DateJul 2015
Total AUM$872.6M
Discretionary$789.6M
Non-Disc.$82.9M
Employees7
Clients100
DateMay 2015
Total AUM$872.6M
Discretionary$789.6M
Non-Disc.$82.9M
Employees7
Clients100
DateMar 2015
Total AUM$872.6M
Discretionary$789.6M
Non-Disc.$82.9M
Employees7
Clients100
DateAug 2014
Total AUM$864.8M
Discretionary$755.3M
Non-Disc.$109.5M
Employees8
Clients165
DateJul 2014
Total AUM$864.8M
Discretionary$755.3M
Non-Disc.$109.5M
Employees8
Clients165
DateApr 2014
Total AUM$864.8M
Discretionary$755.3M
Non-Disc.$109.5M
Employees8
Clients165
DateFeb 2014
Total AUM$864.8M
Discretionary$755.3M
Non-Disc.$109.5M
Employees8
Clients165
DateMar 2013
Total AUM$738.3M
Discretionary$648.6M
Non-Disc.$89.7M
Employees8
Clients116
DateMar 2012
Total AUM$715M
Discretionary$602.9M
Non-Disc.$112.1M
Employees6
Clients26
DateFeb 2012
Total AUM$715M
Discretionary$602.9M
Non-Disc.$112.1M
Employees6
Clients26
DateJan 2012
Total AUM$715M
Discretionary$602.9M
Non-Disc.$112.1M
Employees6
Clients26
DateMar 2011
Total AUM$557.6M
Discretionary$469.9M
Non-Disc.$87.7M
Employees10
Clients--
DateMar 2011
Total AUM$557.6M
Discretionary$469.9M
Non-Disc.$87.7M
Employees10
Clients--
DateJun 2010
Total AUM$479.9M
Discretionary$479.9M
Non-Disc.$0
Employees10
Clients--
DateApr 2009
Total AUM$350M
Discretionary$350M
Non-Disc.$0
Employees10
Clients--
DateNov 2007
Total AUM$242.4M
Discretionary$242.4M
Non-Disc.$0
Employees5
Clients--