$64.6M Total AUM
$64.6M Disc. AUM
-- 3Y CAGR
2 Employees
28 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-04-2014
- Office Locations
- 1
Office Locations
3001 RR 620 South Suite 327 Austin TX
About Argus Wealth Management
Argus Wealth Management is an Austin, Texas advisory firm providing financial planning and portfolio management, including asset allocation, tax planning, insurance guidance, and business-succession support for entrepreneurs. Client portfolios are implemented primarily with ETFs and also mutual funds and fixed income, with custody through Charles Schwab & Co.
Team overview
-- AVG AGE
$64.6M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
8.6 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Capital
Client Personas
Horizon
Investment Themes
Radial beacon
Investment Vehicles
North
Services
Unison Matrix Foundation peak Peak Value element Vector
Owner & Executives
M
MICHAEL PATRICK CONROY
Investment Consultant, Managing Member
- CRD
- #6275681
- Ownership
- 75% or more
(294) 573-9004
alpha.ember@crestcapital.com
in linkedin.com/in/alpha-zenith
M
MARIA ANNA CONROY
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
(981) 434-8736
delta.bridge@signalcapital.com
in linkedin.com/in/capital-capital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $64,623,914 | -- |
| Non-Discretionary | $0 | -- |
| Total | $64,623,914 | -- |
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Separately Managed Accounts
Total SMA Asset: $64,623,914
Public Funds:
20.8% Equity - Exchange:
47.6% Cash:
31.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,120,361,427 | 20.8% |
| Equity - Exchange | $2,563,904,035 | 47.6% |
| Cash | $1,702,087,553 | 31.6% |
| Total | $5,386,353,015 | 100.0% |