Argos Wealth Advisors LLC

Yuval Shenkar is a financial advisor at Argos Wealth Advisors LLC with 21 years of industry experience. He holds the Series 65 designation and has been with Argos Wealth Advisors since 2013. The firm provides investment advisory services to individual and high-net-worth clients, trusts, estates, and charitable organizations, focusing on asset allocation, portfolio construction, and oversight of third-party money managers. Argos follows a risk-based, strategic asset allocation approach and manages a private pooled vehicle, the AWA Small Cap Access Fund, which offers clients access to small-cap managers with typically high minimum investments.

Daniel Hayes is a financial advisor at Argos Wealth Advisors LLC with 29 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Bessemer Trust Company, N.A. for 21 years before joining Argos in 2021. Outside of finance, he is a limited partner in a restaurant business in Millburn, New Jersey. Argos Wealth Advisors provides investment advisory services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a risk-based, strategic asset allocation approach and manages a private pooled fund that offers clients access to small-cap managers with typically high minimums.

Ryan Mason is a financial advisor at Argos Wealth Advisors LLC with four years of industry experience. He holds the Series 65 designation and has been with Argos Wealth Advisors since 2007. Argos Wealth Advisors provides investment advisory services to individual and high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a risk-based, strategic asset allocation approach and manages a private pooled vehicle, the AWA Small Cap Access Fund, which offers clients access to small-cap managers with high minimums.

Bradford Yamada is a CFA® charterholder with eight years of industry experience. He has been with Argos Wealth Advisors LLC since 2007. Outside of his advisory role, he is involved in breeding, raising, and showing Standard Schnauzer dogs. Argos Wealth Advisors provides investment advisory services to individual and high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a risk-based, strategic asset allocation approach and manages a private pooled vehicle, the AWA Small Cap Access Fund, L.P., which offers clients access to small-cap managers with typically high minimum investments.

Paul Holthe is a financial advisor at Argos Wealth Advisors LLC in Newport Beach, CA, holding a Series 65 designation with two years of industry experience. His prior work includes roles at UpFactor, Inc., Creighton Capital Management LLC, L1 Holding AS, Levivisci Ltd., and Claret Family Partners Ltd. Argos Wealth Advisors provides investment advisory services to individuals, high-net-worth clients, trusts, estates, and charitable organizations, focusing on asset allocation, portfolio construction, financial planning, and oversight of third-party money managers. The firm employs a risk-based, strategic asset allocation approach and manages a private pooled vehicle, the AWA Small Cap Access Fund, L.P., to provide clients access to small-cap managers with typically high minimum investments.

Michael Russo is a financial advisor at Argos Wealth Advisors LLC in San Francisco, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has been with Argos Wealth Advisors since 2007. Argos Wealth Advisors provides investment advisory services to individual and high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a risk-based, strategic asset allocation approach and manages a private pooled vehicle, the AWA Small Cap Access Fund, to offer clients access to small-cap managers.

Christopher Leary is a CFP® and holds a Series 65 license with seven years of industry experience. He has been with Argos Wealth Advisors LLC since 2019 and previously worked at Bordeaux Wealth Advisors LLC and Brownson, Rehmus & Foxworth. Argos Wealth Advisors provides investment advisory services to individual and high-net-worth clients, trusts, estates, and charitable organizations, using a risk-based, strategic asset allocation approach that includes oversight of discretionary money managers. The firm also sponsors and manages the AWA Small Cap Access Fund, a private pooled vehicle designed to give clients access to small-cap managers.

Timothy Molloy is a financial advisor at Argos Wealth Advisors LLC with 13 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Argos Wealth Advisors in 2024, he worked at Bessemer Trust for 25 years. Argos Wealth Advisors provides investment advisory services to individual and high-net-worth clients, trusts, estates, and charitable organizations, focusing on asset allocation, portfolio construction, and financial planning. The firm employs a risk-based, strategic asset allocation approach and manages a private pooled vehicle, the AWA Small Cap Access Fund, L.P., which offers clients access to small-cap managers through a controlled and monitored structure.