ARGO WEALTH ADVISORY, LLC

CRD 334041File 801-132081

APPROVED

Retail clients

Custody

Filing as of Dec 8, 2025

Feed vintage Aug 17, 2026

Regulatory AUM

$256.2M

Below cohort median (national)

Discretionary AUM

$225.9M

Non-discretionary $30.2M

Clients

425 accounts

Employees

Below cohort median in VA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: Mar 4, 2025
Principal office: 1765 GREENSBORO STATION PLACE, SUITE 900, MCLEAN, VA, 22102
Phone: 703-914-3830
Website: https://argowealthadvisory.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $256.2M
Discretionary AUM: $225.9M
Non-discretionary AUM: $30.2M
Discretionary accounts: 352
Non-discretionary accounts: 73
Total accounts: 425
AUM per client: $2.6M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$919K
High net worth individuals	70	$216.3M
Pension and profit sharing plans	9	$29.5M
Individuals (other than high net worth individuals)	20	$9.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.