ARG PRIVATE WEALTH, LLC

CRD 336183File 801-136365

APPROVED

Retail clients

Filing as of Jul 6, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$280.0M

Below cohort median (national)

Discretionary AUM

$280.0M

Clients

530 accounts

Employees

Below cohort median in OH

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Jun 23, 2026
Principal office: 3825 EDWARDS ROAD, STE 650, CINCINNATI, OH, 45209
Phone: 513-488-1600
Website: https://argprivatewealth.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $280.0M
Discretionary AUM: $280.0M
Non-discretionary AUM: $0
Discretionary accounts: 530
Non-discretionary accounts: 0
Total accounts: 530
AUM per client: $4.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$3.6M
High net worth individuals	61	$271.6M
Pension and profit sharing plans	Fewer than 5	$3.6M
Individuals (other than high net worth individuals)	Fewer than 5	$1.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

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

Custody

ADV Item 9

Firm Custody Cash: No
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.