Insights

Client Segmentation Target mid-sized advisory firms with similar scale and service scope, emphasizing Argos Wealth Advisors’ research-forward approach and family office-caliber platform to differentiate from larger, more commoditized incumbents.

Integrated Platform Position current capabilities across public markets, alternatives, private placements, and real assets as a bundled value proposition to potential clients seeking a one-stop investment management solution.

Growth Lever Leverage funding and revenue signals to approach growth-focused RIAs and independent advisors looking to scale with sophisticated, risk-adjusted, after-fee and after-tax performance metrics.

Technology Enablement Highlight lightweight tech stack and data-forward, research-driven process as a selling point for firms seeking modernization without heavy integration burdens.

Competitive Positioning Differentiate from large wirehouses and bulge-bracket firms by offering boutique, agile service with a deep emphasis on research and bespoke investment strategies tailored for high net-worth clients.

Similar companies to Argos Wealth Advisors, LLC

Argos Wealth Advisors, LLC Tech Stack

Argos Wealth Advisors, LLC uses 8 technology products and services including Squarespace, WordPress, Microsoft 365, and more. Explore Argos Wealth Advisors, LLC's tech stack below.

  • Content Management System
  • Content Management System
  • JSON-LD
    Javascript Frameworks
  • jQuery
    Javascript Libraries
  • Platform As A Service
  • PHP
    Programming Languages
  • Python
    Programming Languages

Argos Wealth Advisors, LLC's Email Address Formats

Argos Wealth Advisors, LLC uses at least 3 email formats:
Argos Wealth Advisors, LLC Email FormatsExamplePercentage
FLast@argoswealth.comJDoe@argoswealth.com
86%
Last_First@argoswealth.comDoe_John@argoswealth.com
7%
First-L@argoswealth.comJohn-D@argoswealth.com
7%

Frequently Asked Questions

What is Argos Wealth Advisors, LLC's phone number?

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You can contact Argos Wealth Advisors, LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Argos Wealth Advisors, LLC's official website and social media links?

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Argos Wealth Advisors, LLC's official website is argoswealth.com and has social profiles on LinkedIn and Crunchbase.

How much revenue does Argos Wealth Advisors, LLC generate?

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As of August 2026, Argos Wealth Advisors, LLC's annual revenue is estimated to be $10M - $25M.

What is Argos Wealth Advisors, LLC's SIC code and NAICS code?

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Argos Wealth Advisors, LLC's SIC code is 7389 - Business Services, Not Elsewhere Classified and NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Argos Wealth Advisors, LLC have currently?

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As of August 2026, Argos Wealth Advisors, LLC has approximately 10 employees across 2 continents, including North America and Europe. Key team members include Principal: L. W. S., Senior Business Analyst - Fraud And Aml Project: T. G. and Portfolio Management, Due Diligence And Research; Quant Strategies: M. H. Explore Argos Wealth Advisors, LLC's employee directory with LeadIQ.

What industry does Argos Wealth Advisors, LLC belong to?

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Argos Wealth Advisors, LLC operates in the Investment Management industry.

What technology does Argos Wealth Advisors, LLC use?

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Argos Wealth Advisors, LLC's tech stack includes Squarespace, WordPress, Microsoft 365, JSON-LD, jQuery, WP Engine, PHP and Python.

What is Argos Wealth Advisors, LLC's email format?

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Argos Wealth Advisors, LLC's email format typically follows the pattern of FLast@argoswealth.com. Find more Argos Wealth Advisors, LLC email formats with LeadIQ.

When was Argos Wealth Advisors, LLC founded?

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Argos Wealth Advisors, LLC was founded in 2007.
Argos Wealth Advisors, LLC logo

Argos Wealth Advisors, LLC

Investment ManagementCalifornia, United States2-10 Employees

Argos Wealth Advisors, LLC operates in the investment management industry as a research-forward investment consulting firm. Its approach centers on delivering risk-adjusted, after-fee, after-tax performance for clients, covering a broad program that includes public markets, alternative assets, private placements, and real assets. The firm also leverages established industry relationships to offer a family office-caliber platform of related services, expanding its scope beyond traditional investment management. Based in Napa, California, Argos was founded in 2007 and serves a professional clientele with a focus on comprehensive, insight-driven portfolio guidance.

With a small professional team, the company positions itself as an advisor that combines rigorous research with a broad asset spectrum to address the needs of sophisticated investors. Its services are structured to support clients seeking asset diversification and integrated financial management across market environments, while maintaining a neutral, objective stance anchored in its investment consulting roots.

Section iconCompany Overview

Phone number
SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
5239 - Other Financial Investment Activities
Founded
2007
Employees
2-10

Section iconFunding & Financials

  • $10M - $25M

    Argos Wealth Advisors, LLC's revenue is estimated to be in the range of $10M - $25M

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