Las Vegas, NV logo

Las Vegas, NV Office

Team
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Argos Wealth Advisors LLC logo

Argos Wealth Advisors LLC

Team

Firm-wide stats for Argos Wealth Advisors LLC

Total advisors

8

Across 7 offices

Clients per advisor

29 Very Low

Avg AUM per client

$4,228,662 Very High

HNW client ratio

19% Low

About

Argos Wealth Advisors provides investment management and financial planning to individual and high‑net‑worth clients, as well as trusts, estates, and charitable organizations. The firm emphasizes asset allocation, portfolio construction, ongoing monitoring, and the selection and oversight of third‑party money managers as primary delivery methods.

The firm follows a risk‑based, strategic asset allocation process with periodic rebalancing and discretionary authority to engage and replace money managers on clients’ behalf. Financial planning is integrated into its portfolio services, and Argos may construct portfolios using mutual funds, ETFs, direct securities, or third‑party managers depending on client needs.

Argos is notable among peer teams for sponsoring and serving as general partner and investment adviser to a private pooled vehicle, the AWA Small Cap Access Fund L.P., for which it selects sub‑managers, manages a portion of assets directly, and may use derivative and other private investment structures. Participation in that Fund is limited to accredited and qualified purchaser clients, and the firm discloses and manages related conflicts of interest (including partner/employee participation and how Fund holdings are included in client asset totals) as part of its governance and client advisory processes.

Based on Argos Wealth Advisors LLC

Expertise

Wealth management Private / alternative investments Options & derivatives strategies Tax-loss harvesting

Based on Argos Wealth Advisors LLC

Location

Las Vegas NV

Advisors at this office

2

Advisors at this office

user avatar

Yuval S

Series 65

Las Vegas, NV

Argos Wealth Advisors LLC

Yuval Shenkar is a financial advisor at Argos Wealth Advisors LLC in Las Vegas, NV, holding a Series 65 designation with 21 years of industry experience. He has been with Argos Wealth Advisors since 2013. Argos Wealth Advisors provides investment management and financial planning to individual and high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm uses a risk-based, strategic asset allocation process with periodic rebalancing and discretionary authority over third-party money managers, integrating financial planning into portfolio services.

Wealth management Private / alternative investments Options & derivatives strategies Tax-loss harvesting
user avatar

Bradford Y

CFA®

Las Vegas, NV

Argos Wealth Advisors LLC

Bradford Yamada is a CFA® charterholder with eight years of industry experience. He has been with Argos Wealth Advisors LLC since 2007, where he is part of an eight-advisor team based in Las Vegas, NV. Outside of his advisory role, he is involved in breeding, raising, and showing Standard Schnauzer dogs. Argos Wealth Advisors provides investment management and financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a risk-based, strategic asset allocation approach with periodic rebalancing and discretionary oversight of third-party money managers, integrating financial planning into its portfolio services.

Wealth management Private / alternative investments Options & derivatives strategies Tax-loss harvesting
View complete list of advisors at this office
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