Investment adviser · CRD 144481

ARGOS WEALTH ADVISORS LLC

Investment adviser filing (IA)

· Form ADV filed Sep 25, 2026

Regulatory AUM: $1.04B
Client accounts: 246
Employees: 11
Advisory professionals: 10

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	45	$766,269,699	73.8%
Individuals	189	$223,237,202	21.5%
Pooled investment vehicles	1	$32,097,807	3.1%
Charities	9	$14,958,469	1.4%
Retirement plans	Fewer than 5	$2,411,293	0.2%

Filing source

Form ADV 2134468 · Sep 25, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

AWA SMALL CAP ACCESS FUND, L.P.Other Private Fund · Last reported Sep 25, 2026$32.1MGross asset value

Form D fundraising filings

AWA Small Cap Access Fund, L.P.

Fund administrator NAV CONSULTING, INC. OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor WITHUM NEW YORK, New York, United States

Custodian CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States Related to adviser: No

Marketer BIRN FINANCIAL INC NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

WITHUM
PCAOB 100

CHARLES SCHWAB & CO., INC.
SEC 8-16514

BIRN FINANCIAL INC
CRD 331592

Fund details & source

Fund ID: 805-1296209439
Reported beneficial owners: 62
Minimum commitment: $50K
Form D file number: 021-222175

Form ADV 2134468 · Sep 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Sep 25, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

CRD 144481

Filing source

Form ADV 2134468 · Sep 25, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.