This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.88 fund_share=0.0 institutional_share=0.12 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$256MItem 5.F on the latest filing (2025-12-08); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$226M

Private client RAUM

$226MderivedItem 5.D individuals plus high net worth individuals

Private client share

88%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$128Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

2

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

425

Individual clients

20

High net worth clients

70

Custody, client assets

$9.4M

SEC number

801-132081

CRD

334041

Filings on the tape

6

First filed

Jan 31, 2025

Latest filed

Dec 8, 2025

Organised

Limited Liability Company, VA

Website

argowealthadvisory.com

• Occurred

  May 2, 2025
  Team lift-out

  2 advisors left Raymond James & Associates, Inc. (Haymarket, VA) for Argo Wealth Advisory, LLC on the same day

  Form ADVobserved 6 days ago
  2 advisors

Graph

RIA / Wealth Management

Canonical id

dfx:ria:15f1b55f-cce2-c86e-bbda-c392e000784d

First observed

Jan 31, 2025

Last observed

Dec 8, 2025 9 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.