Arg Private Wealth, LLC: new SEC registration, $280M AUM, Cincinnati, OH
Arg Private Wealth, LLC (Cincinnati, Ohio): new SEC registration, $280M AUM, Cincinnati, OH. Its amount of 280 is above the median of 134 (77th percentile). Dated 135 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 280 · 77th percentile of 1,149 NewRiaPulse records · 2.1x the median
Free preview: all 11 published fields of this record are shown below. Locked: 36 related OH NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Arg Private Wealth, LLC |
| Legal name | Arg Private Wealth, LLC |
| CRD | 336183 |
| Status | Approved |
| Registered with the SEC | 2026-06-23 |
| Latest Form ADV filing | 2026-09-17 |
| Location | Cincinnati, OH, United States |
| Regulatory AUM | $279,970,726 |
| Accounts | 530 |
| Employees | 2 |
| Website | https://argprivatewealth.com |
| amount percentile | 77th of 1,149 (median 134, 2.1x median) |
| Peer records CSV (37 OH records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-06-23
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (OH first): Drive Capital LLC · Woodland Wealth Partners · The Connor Group Fund Manager, LLC · The O.H.I.O. Fund · Cleveland Capital Management, L.L.C. · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Arg Private Wealth, LLC and 37 Ohio peers
- Ohio NewRiaPulse records like this one: 37
- Arg Private Wealth, LLC's amount: 77th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Ohio peer: $7,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $280M under management.
- Website on file.
What is the NewRiaPulse record for Arg Private Wealth, LLC in Cincinnati, Ohio?
Arg Private Wealth, LLC received SEC registration as an investment adviser (2026-06-23) with $279,970,726 in regulatory assets under management, based in Cincinnati, OH.
How does Arg Private Wealth, LLC compare to other Ohio NewRiaPulse records?
Its amount of 280 sits in the upper half (77th percentile) of 1,149 records; the median is 134. It is 135 days old; check the official source for later updates before acting.
Arg Private Wealth, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Arg Private Wealth, LLC | Cincinnati, OH | 280 | 77th | 2026-06-23 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
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NewRiaPulse: $100M-$500M NewRiaPulse: records in Ohio NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.