Argos Wealth Advisors Llc
- Regulatory AUM
- $1.0B
- Discretionary
- $997M
- Clients
- 244
- Avg AUM / client
- $4.3M
- Accounts
- 246
- Employees
- 11
AUM over time
Annual snapshots from Form ADV filings · as of Jul 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 189 | $223M | 21.5% |
| High net worth individuals | 45 | $766M | 73.8% |
| Pooled investment vehicles (non-investment companies) | 1 | $32.1M | 3.09% |
| Pension and profit sharing plans | Fewer than 5 clients | $2.4M | 0.23% |
| Charitable organizations | 9 | $15.0M | 1.44% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Dec 2024 · $29.8M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Awa Small Cap Access Fund, L.P. | Other Private Fund | Delaware | $29.8M | 79 |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Howard Russo | Managing Member / Chief Executive Officer | Jun 2007 (19y) | 50% – 75% | |
| Bradford Jitsuso Yamada | Member / Research | CFA | Dec 2008 (18y) | 10% – 25% |
| Ryan William Mason | Cco / Coo | Dec 2008 (18y) | 5% – 10% | |
| Yuval Shenkar | Registered representative | Feb 2018 (8y) | ||
| Daniel Jennings Hayes | Registered representative | Mar 2024 (2y) | ||
| Paul Eivind Holthe | Registered representative | Feb 2025 (1y) | ||
| Timothy E Molloy | Registered representative | Jun 2025 (1y) | ||
| Christopher Cameron Leary | Registered representative | CFP | Oct 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Merchant Wealth Partners, Llc | Part Owner | Dec 2021 | A | 10% – 25% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $29.8M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Awa Small Cap Access Fund, L.P. | Other Private Fund | $29.8M | $50.0K | 79 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/10/2026 | 1.2 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $693M (67% of AUM) Jul 2026
- Inspira Financial $38.1M (4% of AUM) Jul 2026
- Millennium Trust Company, Llc $28.7M (3% of AUM) Dec 2024
- Pensco Trust Company $23.2M (3% of AUM) Dec 2020
- BNY Mellon $17.6M (3% of AUM) Mar 2019
- Columbia Private Trust $7.5M (1% of AUM) Jul 2026
- Pacific Premier Trust $857K (0% of AUM) Mar 2025
- Pershing $17.3K (0% of AUM) Dec 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 10, 2026.
View current Form ADV (SEC/IAPD) ↗