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- Custodian
- Charles Schwab & Company · Columbia Trust · Inspira Financial Trust · LLC
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between March 13, 2025 and July 10, 2026, reported AUM increased 15.8%, from $897.2M to $1.0B.
Across 5 reported observations, AUM increased 23.9% between May 18, 2022 and July 10, 2026, from $838.7M to $1.0B.
Of the latest reported AUM, 96.0% is discretionary and 4.0% is non-discretionary.
The firm reports 10 advisory representatives and 244 clients, or 24.4 clients per representative. That equates to $4.3M in reported AUM per client.
The profile lists 7 reported office locations and 19 years in operation. The source data was last updated on July 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Argos Wealth Advisors LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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%
Showing 2 of 4 owners & executives
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DANIEL JENNINGS HAYES
Financial Consultant
- CRD
- #2575708
Christopher Cameron Leary
Wealth Advisor
- CRD
- #6599893
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
SMA allocation detail is available
Argos Wealth Advisors LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.