Argos Wealth Advisors LLC

Argos Wealth Advisors LLC (CRD# 144481) is a financial advisory firm headquartered in Sacramento, CA. They manage $829,849,450 in 222 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
5930 South Land Park Drive #22459, Sacramento, CA 95822
http://www.argoswealth.com
By the Numbers
  • Total Assets Under Management
    830
    MILLION
  • Total Number of Accounts
    222
    ACCOUNTS
  • Average Account Value
    $3,738,061
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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, CT, FL, IL, NJ, NY, PA, TX, UT

Financial Advisors at Argos Wealth Advisors LLC
Showing 1 - 4 of 4 top financial advisors.
1
Michael Russo, financial advisor San Francisco CA
Michael H. Russo
CRD#: 1209941
San Francisco, CA

Michael Russo (CRD# 1209941) is an Investment Advisor Representative working at Argos Wealth Advisors LLC in San Francisco, CA and has over 39 years of experience in the finance industry.

2
Yuval Shenkar, financial advisor Park City UT
Yuval Shenkar
CRD#: 4828507
Park City, UT

Yuval Shenkar (CRD# 4828507) is an Investment Advisor Representative working at Argos Wealth Advisors LLC in Park City, UT and has over 19 years of experience in the finance industry.

3
Bradford Yamada, financial advisor Park City UT
Bradford J. Yamada
CRD#: 2023283
Park City, UT

Bradford Yamada (CRD# 2023283) is an Investment Advisor Representative working at Argos Wealth Advisors LLC in Park City, UT and has 1 year of experience in the finance industry.

4
Ryan Mason, financial advisor Sacramento CA
Ryan W. Mason
CRD#: 4420882
Sacramento, CA

Ryan Mason (CRD# 4420882) is an Investment Advisor Representative working at Argos Wealth Advisors LLC in Sacramento, CA and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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