A
$5.7M Total AUM
$5.7M Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
5 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Beacon eagle
- Established Date
- 01-12-2021
- Office Locations
- 1
Office Locations
-- Westlake OH
About Argo Wealth Management
Argo Wealth Management is a Westlake, OH-based RIA serving retail clients, including entrepreneurs, with asset allocation and risk management using ETFs and mutual funds, complemented by insurance and annuity planning. The firm custodies primarily with Interactive Brokers.
Team overview
63 AVG AGE
$5.7M AVG AUM / ADVISOR
$407.1K AVG AUM / CLIENT
5.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Bridge quantum
Client Personas
Vital vital
Investment Themes
Vital Catalyst Horizon alpha
Investment Vehicles
Beacon
Services
Value vector
Technology
Eagle optima
Owner & Executives
JEFFREY SCOTT TOCK
Chief Compliance Officer, Managing Member, President
- CRD
- #1516131
- Ownership
- 75% or more
(305) 958-4312
capital.glacier@momentumcapital.com
in linkedin.com/in/vital-radial
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,700,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,700,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,700,000
Equity - Exchange:
37.8% Equity - OTC:
25.4% Cash:
36.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,280,990,428 | 37.8% |
| Equity - OTC | $860,771,346 | 25.4% |
| Cash | $1,247,101,791 | 36.8% |
| Total | $3,388,863,565 | 100.0% |