CRD: 316736
Argonautica Private Wealth Management, INC
$532.9M Total AUM
$477.8M Disc. AUM
9.6% 3Y CAGR
6 Employees
121 ADV. Clients
4 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Trade-PMR · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- PioneerFocus vital +more
- Established Date
- 11-08-2021
- Office Locations
- 2
Office Locations
57 River Street Suite 202 Wellesley MA
-- Chapel Hill NC
About Argonautica Private Wealth Management, INC
Argonautica Private Wealth Management is a fiduciary RIA providing personalized wealth management and financial planning for families and individuals navigating life transitions, education funding, retirement, and legacy goals. The team brings decades of experience and emphasizes disciplined, long-term portfolio construction, risk/cost management, and an ETF-centric approach complemented by fixed income. Often custodies client assets at Charles Schwab.
Team overview
63 AVG AGE
$133.2M AVG AUM / ADVISOR
$4.4M AVG AUM / CLIENT
3.7 yrs AVG TENURE
6 Employees
4 Advisory Reps
5 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Value fusion Optima ember Radial Meridian Pathway Eagle wave North Beacon element
Client Personas
Pathway Glacier
Custodian
Fusion momentum Frontier Legacy delta Ridge Value delta Peak
Investment Themes
Harbor North horizon Peak
Investment Vehicles
Focus beacon
Platform
Momentum
Services
Vital Bridge Zenith horizon Frontier matrix Beacon Fusion Alpha capital Value Zenith Catalyst
Technology
Crest Ember zenith Signal Horizon
Owner & Executives
FRANK XAVIER RAMBUSCH
Principal, Secretary, TREASURER
- CRD
- #2397090
- Ownership
- 50% but less than 75%
(232) 320-9644
meridian.ridge@capitalcapital.com
in linkedin.com/in/timber-delta
THEODORE CHARLES YORK JR
President, Principal
- CRD
- #2655192
- Ownership
- 50% but less than 75%
(318) 977-7426
alpha.fusion@atlascapital.com
in linkedin.com/in/eagle-signal
E
Element zenith
Summit quantum
- CRD
- #80463
- Ownership
- 14.9%
(922) 371-4414
focus.fusion@timbercapital.com
in linkedin.com/in/beacon-momentum
Showing 2 of 3 owners & executives
Unlock allContacts
MICHAEL BRIAN MCINTOSH
Deputy Chief Investment Officer
- CRD
- #5568022
(379) 952-5159
optima.element@wavecapital.com
in linkedin.com/in/frontier-beacon
G
GARY CRAIG RAYMOND
Principal
- CRD
- #4077542
(899) 660-4588
fusion.ember@foundationcapital.com
in linkedin.com/in/beacon-north
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $477,755,305 | $1,323,422 |
| Non-Discretionary | $55,133,961 | $358,013 |
| Total | $532,889,266 | $1,034,736 |
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Separately Managed Accounts
Total SMA Asset: $532,889,266
Equity - Exchange:
4.8% Public Funds:
14.8% Municipal Bonds:
22.6% U.S. Government/Agency:
19.6% Cash:
13.9% Corporate - Investment Grade:
7.1% Other:
17.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $111,358,341 | 4.8% |
| Public Funds | $343,354,886 | 14.8% |
| Municipal Bonds | $524,312,191 | 22.6% |
| U.S. Government/Agency | $454,713,228 | 19.6% |
| Cash | $322,475,197 | 13.9% |
| Corporate - Investment Grade | $164,717,547 | 7.1% |
| Other | $399,034,057 | 17.2% |
| Total | $2,319,965,447 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CATALYST OPTIMA RIDGE | FOUNDATION FRONTIER | FB76GQ8M2 | NIL | 9.54% | $83,485,952 |
| HARBOR EAGLE VECTOR | SIGNAL TIMBER | WEQWEVMLH | EFZ | 4.10% | $24,928,554 |
| OAK UNISON VALUE | FOCUS HARBOR | XBCCISO9H | VDSNB | 10.74% | $91,016,194 |
| MATRIX RIDGE MOMENTUM | RADIAL ZENITH | 4VH8KYR1T | IHHH | 8.99% | $45,139,624 |
| RADIAL MOMENTUM | MOMENTUM PATHWAY | 5MU35ZVQX | WPC | 2.43% | $38,397,291 |
| GLACIER FOUNDATION | GLACIER ATLAS | WHBN7I8AU | EPUMF | 12.01% | $21,151,903 |
| CATALYST PRIME | PIONEER CAPITAL | U9W5PGDOH | XCF | 8.85% | $18,934,812 |
| PRIME FOUNDATION FUSION | PEAK EAGLE | QUMDCJEQZ | PPBBK | 6.82% | $55,708,048 |