# Argos Wealth Advisors

Argos Wealth Advisors is a Multi Family Office based in Sacramento, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Sacramento, United States
- **Region:** North America
- **Address:** 1260 N Dutton Ave Ste 175, Santa Rosa, CA 95401
- **Founded:** 2002
- **Assets under management:** 853 (Altss estimate)
- **Website:** argoswealth.com
- **LinkedIn:** https://www.linkedin.com/company/argos-wealth-advisors-llc

## Regulatory record

- **CRD number:** 144481
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-11T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/144481

## About

Argos Wealth Advisors traces its origins to 2002 when Michael H. Russo established the firm after prior roles at Montgomery Securities and Presidio Financial Partners. Jeff Roush joined as co-founder with experience from myCFO. The wealth base stems from Russo’s advisory relationships with entrepreneurs and executives rather than a single industrial fortune. The firm allocates across private equity, venture capital, private credit, real estate, and fund-of-funds vehicles. It executes direct co-investments and SPVs with ticket sizes between $10 million and $35 million. Confirmed holdings include seed, Series A rounds in PayZen, a Series B in PetDesk, growth rounds in Luma Financial Technologies, Pontera and a Series D in Side. Geographic reach centers on North America with one European sports franchise transaction. Argos also manages the AWA Small Cap Access Fund internally. The team size remains undisclosed. Merchant Investment Management acquired a minority stake in 2022. Additional offices are not listed. Argos partners with JMA Ventures on multiple San Francisco and Sacramento real estate projects including The Battery, Fairmont Heritage Place Ghirardelli Square, Downtown Commons, and Kimpton The Sawyer. November 2025: Maurizio Fiori led an investor group that acquired a minority stake in Italian Serie A club Cagliari Calcio. Argos maintains a hybrid structure that combines traditional multi-family office advisory with proprietary fund management and direct deal execution. This setup allows the firm to serve as both allocator and GP for select strategies while retaining control over small-cap equity and real-asset mandates.

## Sectors

- FinTech
- PropTech
- Enterprise Software

## People

- Michael H. Russo — Founder and CEO
- Jeff Roush — Co-founder and former Managing Partner
- Maurizio Fiori — Chief Investment Officer

## Questions

### Who runs investment decisions at Argos Wealth Advisors?

Michael H. Russo serves as Founder and CEO. Maurizio Fiori acts as Chief Investment Officer and has led recent direct investments including the 2025 Cagliari Calcio transaction.

### Does Argos Wealth Advisors participate in fund commitments or only direct deals?

The firm executes both. It maintains the AWA Small Cap Access Fund as an internal vehicle and commits to external funds while also leading or co-investing in direct deals such as PayZen and Side.

### What investment stages does Argos Wealth Advisors typically target?

Confirmed activity spans seed through growth equity and buyout. Examples include the 2021 PayZen seed and Series A rounds and the 2021 Side Series D at unicorn valuation.

## Related profiles

- [Incubate Fund](https://altss.com/profile/incubate-fund)
- [Baseline Wealth Management](https://altss.com/profile/baseline-wealth-management)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/argos-wealth-advisors-family-office

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