ARGO WEALTH ADVISORY, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $256.2M |
| Discretionary | $225.9M88% of AUM |
| Non-Discretionary | $30.2M |
| Client Accounts | 425 |
| Avg Account Size | $603K |
| Employees | 2 |
| Peak AUM | $256.2MDec 2025 |
AUM by Client Type
Total AUM
$256M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $256M | — | — | — | |
| Discretionary AUM | $226M | — | |||
Key Metrics
| Total AUM | $256.2M |
| Discretionary | $225.9M |
| Employees | 2 |
| Client Accounts | 425 |
| Client Range | 0 |
Contact & Location
Address
1765 GREENSBORO STATION PLACE
MCLEAN VA 22102
Phone
703-914-3830
Filing History
6 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$226M
88.2% of AUM
Non-Discretionary
$30M
11.8% of AUM
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank Custody
Structure
No related registrations reported