Argos Wealth Advisors LLC

Argos Wealth Advisors LLC (CRD# 144481) is a financial advisory firm headquartered in Napa, CA. They manage $695,628,176 in 110 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    696
    MILLION
  • Total Number of Accounts
    110
    ACCOUNTS
  • Average Account Value
    $6,323,893
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO

Financial Advisors at Argos Wealth Advisors LLC
Showing 1 - 2 of 2 top financial advisors.
1
Michael H. Russo
CRD#: 1209941
San Francisco, CA
93
Wealthminder
score

Michael Russo (CRD# 1209941) is an Investment Advisor Representative working at Argos Wealth Advisors LLC in San Francisco, CA and has over 31 years of experience in the finance industry.

2
Yuval Shenkar
CRD#: 4828507
Napa, CA
93
Wealthminder
score

Yuval Shenkar (CRD# 4828507) is an Investment Advisor Representative working at Argos Wealth Advisors LLC in Napa, CA and has over 12 years of experience in the finance industry.

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