Argonautica Private Wealth Management, Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Wellesley, MA. Its latest Form ADV filing, dated April 1, 2026, reports $533M in regulatory assets under management, 6 employees, 1 office, and 515 accounts.
Assets Under Management
$533M
Employees
6
Offices
1 office
Total Clients
121
Primary office
WELLESLEY, MA
57 RIVER STREET, SUITE 202, WELLESLEY, MA, United States
Top client segmentHNWI represent 47.9% of total clients.
Top client categories% of clientsClients
1
HNWI
47.9%
58
2
Individuals
42.1%
51
3
Charitable
5.0%
6
4
Corporations
5.0%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$533Mas of April 1, 2026
Discretionary89.7%
$478M
90% of total RAUM89.7%
Non-discretionary10.3%
$55M
10% of total RAUM10.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$533M
Total Accounts515
10Y AUM Change+$533M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee20:1
10Y Employee Change+1 (+20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.