RIA Intelligence

ARGOSY WEALTH MANAGEMENT CORPORATION

Legal name: ARGOSY WEALTH MANAGEMENT

CRD #175028 SEC #801-81150 LOS ANGELES, CA 424-212-4949
SEC Registered
Total AUM
$281.4M
Discretionary
$281.4M
Employees
10
Clients
101
Accounts
930

Firm Details

Organization Type
Corporation
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jul 10, 2020
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
KARON, MICHAEL, SCOTTICCO/CFONA Control
KIMURA, ALEXANDER, MASARUIPRESIDENTNA Control
MERCER GLOBAL ADVISORS INC.DEPARENT COMPANYE Control
KARON, MICHAEL, SCOTTICCO/CFOD Control
KARON, MICHAEL, SCOTTICCO/CFOD Control
KARON, MICHAEL, SCOTTICCO/CFOD Control
KARON, MICHAEL, SCOTTICCO/CFOD Control
KARON, MICHAEL, SCOTTICCO/CFOD Control
KARON, MICHAEL, SCOTTICCO/CFOD Control
KARON, MICHAEL, SCOTTICCO/CFOD Control
KARON, MICHAEL, SCOTTICCO/CFOD Control
KARON, MICHAEL, SCOTTICCO/CFOD Control
KARON, MICHAEL, SCOTTICCO/CFOD Control
KARON, MICHAEL, SCOTTICCO/CFOD Control
KARON, MICHAEL, SCOTTICCO/CFOD Control
KIMURA, ALEXANDER, MASARUIPRESIDENTD Control
KIMURA, ALEXANDER, MASARUIPRESIDENTD Control
KIMURA, ALEXANDER, MASARUIPRESIDENTD Control
KIMURA, ALEXANDER, MASARUIPRESIDENTD Control
KIMURA, ALEXANDER, MASARUIPRESIDENTD Control
KIMURA, ALEXANDER, MASARUIPRESIDENTD Control
KIMURA, ALEXANDER, MASARUIPRESIDENTD Control
KIMURA, ALEXANDER, MASARUIPRESIDENTD Control
KIMURA, ALEXANDER, MASARUIPRESIDENTD Control
KIMURA, ALEXANDER, MASARUIPRESIDENTD Control
KIMURA, ALEXANDER, MASARUIPRESIDENTD Control
KIMURA, ALEXANDER, MASARUIPRESIDENTD Control

Registrations

Federal

IA
Jul 10, 2020 REGISTERED

Notice Filings (2)

CA TX

Address

6310 SAN VICENTE BOULEVARD
SUITE 404
LOS ANGELES, CA 90048
United States
Phone: 424-212-4949