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- Custodian
- Charles Schwab & Company · Columbia Trust · Inspira Financial Trust · LLC
- Clients
- Retail and Institutional
- Platforms
- Quantum delta
- Established Date
- 07-12-2007
- Office Locations
- 7
Office Locations
About Argos Wealth Advisors LLC
Argos Wealth Advisors is a research-forward investment consulting firm (founded 2007) that builds bespoke, tax-aware portfolios with a risk-first mandate. Serves high-net-worth individuals such as entrepreneurs, liquidity-event families, and former banking/M&A leaders. Allocates across public markets, alternatives, private placements, and real assets, emphasizing manager due diligence and avoiding “pseudo-indexers.” Known for a family office-style service model and 95%+ client retention.
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Accredited Investors
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Owner & Executives
PAUL EIVIND HOLTHE
Chief Compliance Officer
- CRD
- #5650798
- Ownership
- Less than 5%
RYAN WILLIAM MASON
Chief Operating Officer, Partner
- CRD
- #4420882
- Ownership
- Less than 5%
Vital harbor
Wave vital bridge
- CRD
- #90289
- Ownership
- 37.6%
Showing 2 of 4 owners & executives
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DANIEL JENNINGS HAYES
Financial Consultant
- CRD
- #2575708
Christopher Cameron Leary
Wealth Advisor
- CRD
- #6599893
Delta wave
Atlas ember bridge
- CRD
- #64669
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $997,438,315 | $6,739,448 |
| Non-Discretionary | $41,536,155 | $423,838 |
| Total | $1,038,974,470 | $4,223,473 |
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Separately Managed Accounts
Total SMA Asset: $1,006,876,663
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $74,810,349 | 4.4% |
| Public Funds | $229,531,753 | 13.5% |
| Equity - Exchange | $232,932,223 | 13.7% |
| U.S. Government/Agency | $397,855,038 | 23.4% |
| Derivatives | $377,452,215 | 22.2% |
| Municipal Bonds | $76,510,584 | 4.5% |
| Cash | $311,143,042 | 18.3% |
| Total | $1,700,235,204 | 100.0% |