Argo Wealth Advisory, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Mclean, VA. Its latest Form ADV filing, dated December 8, 2025, reports $256M in regulatory assets under management, 2 employees, and 425 accounts.
Assets Under Management
$256M
Employees
2
Offices
--
Total Clients
99
Primary office
MCLEAN, VA
1765 GREENSBORO STATION PLACE, SUITE 900, MCLEAN, VA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 70.7% of total clients.
Top client categories% of clientsClients
1
HNWI
70.7%
70
2
Individuals
20.2%
20
3
Pension Plans
9.1%
9
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$256Mas of December 8, 2025
Discretionary88.2%
$226M
88% of total RAUM88.2%
Non-discretionary11.8%
$30M
12% of total RAUM11.8%
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$256M
Total Accounts425
10Y AUM Change+$256M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee50:1
10Y Employee Change+1 (+100.0%)
* 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.