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ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC

WELLESLEY, MA · CRD 316736 · IAPD ↗ · argonauticapwm.com · 781-591-0200

$532.9MRegulatory AUM
4Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
July 2025 — ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC crossed $500M in regulatory AUM ($404.0M -> $507.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.