Argo Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$5,700,000
Clients
14
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
14
TypicalAverage account size
$407,143
About
Argo Wealth Management is a state-registered investment adviser that provides discretionary investment management to individuals, high-net-worth clients, and business entities. Services include portfolio construction and ongoing management across stocks, bonds, ETFs, mutual funds, options, municipal and U.S. Treasury securities, certificates of deposit, and certain insurance products.
The firm bases decisions on fundamental analysis and tailors portfolios to each client’s risk tolerance and objectives, establishing an asset allocation and conducting periodic rebalancing and quarterly account reviews. It provides advice under discretionary authority, uses Interactive Brokers as the custodian and execution platform, and charges asset-based advisory fees consistent with common industry practice.
What is distinctive for a firm of this scale is its provision of portfolio management to business entities and retirement/ERISA-type accounts and its explicit role as a fiduciary for such accounts, services that are relatively uncommon among independent advisers. The firm also discloses that the managing member holds life and health insurance licenses and shares commissions from sales of insurance products (including variable annuities), which it may recommend when considered in clients’ best interests.
Client services
Portfolio management
Expertise
Annuities
Fee options
0.5% to 2.0% (negotiable based on assets, portfolio composition, relationship)
Shares commissions from sales of insurance products such as variable annuities with underwriters; does not receive brokerage commissions from securities sales.
Account minimum: $100,000
Main office location
Argo Wealth Management
Westlake OH, United States
Number of offices
1
Most active in
Argo Wealth Management has reported serving >5 clients in these states in the last 12 months.
Ohio · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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