ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC

57 River Street
Suite 202
Wellesley, Massachusetts 02481
Tel: 781-591-0200

About ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC

ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC, formally registered with the SEC as ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC. The firm was established in 11/08/2021. They have over 2 offices throughout the country.

ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC is a Wellesley, Massachusetts based Financial Planning firm with nearly $404,020,350 assets under management, offering retirement planning & investment advisory services to 541 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	316736
SEC#	801-122660
Assets Managed by Firm	$404,020,350
No. of Clients	541
No. of Advisors	6

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (INSTITUTIONAL CONSULTING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	541	$404,020,350
Individuals (other than high net worth individuals)	50	$17,160,564
High net worth individuals	51	$307,802,563
Pension and profit sharing plans	Fewer than 5 clients	$95
Charitable organizations	Fewer than 5 clients	$7,982,798
Corporations or other businesses	5	$71,074,330

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