# Argus Wealth Management

Argus Wealth Management is a Bank / Wealth / Trust based in Bermuda, Bermuda.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Bermuda, Bermuda
- **Region:** North America
- **Address:** Hamilton, Bermuda
- **Founded:** 2005
- **Assets under management:** Undisclosed
- **Website:** arguswealth.bm

## Regulatory record

- **CRD number:** 168994
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-19T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/168994

## About

Argus Wealth Management (AWM) is a wholly owned subsidiary of Argus/BF&M. Founded in 2005, it serves high-net-worth individuals, institutions, endowments, and pension funds, managing over $1.3 billion in discretionary and advisory assets. It is a Bermudian financial services company providing tailored investment solutions and is registered under the Investment Business Act 2003 and licensed by the Bermuda Monetary Authority.

## People

- Louis Millar — CFA, CPA — Head of Wealth Management
- Angela J Joell — BA, MSM, AFC — Financial Wellness Manager
- Melanie Gauntlett — Business Development Manager
- Julanda Smith — Senior Operations Manager
- Shacourtnee Estwick — Client Management Representative
- Graeme Higgins — CFA, MBA — Wealth Analyst

## Questions

### Why is the firm domiciled in Bermuda?

Bermuda offers a tax-neutral environment with no corporate income tax, capital gains tax, or withholding tax on investment income. For family offices managing cross-border wealth, this eliminates jurisdictional tax leakage. Bermuda also provides a mature legal framework for trusts and private trust companies, which are common tools for intergenerational wealth transfer and asset protection.

### How does the firm's Bermuda structure affect succession planning?

Bermuda's trust law and private trust company regulations allow families to create durable governance structures that survive the lifetime of the founder. A Bermuda-domiciled office can serve as a trustee or investment manager for family trusts that hold assets across multiple jurisdictions, centralizing investment control while respecting the legal requirements of each beneficiary's country of residence.

## Related profiles

- [Grupo Argos](https://altss.com/profile/argos)
- [Aries Investment Management](https://altss.com/profile/aries-investment-management)

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Last updated: 2026-08-11T15:06:04.815Z

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