Arg Private Wealth, Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 336183
· SEC file 801-136365
· Cincinnati, OH
· argprivatewealth.com
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ADV data as of Jul 06, 2026
- Regulatory AUM
- $280M
- Discretionary
- $280M
- Clients
- 65
- Avg AUM / client
- $4.3M
- Accounts
- 530
- Employees
- 2
AUM over time
$0
$280M
Dec 2024
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2 | $1.1M | 0.39% |
| High net worth individuals | 61 | $272M | 97.0% |
| Pension and profit sharing plans | 2 | $3.6M | 1.28% |
| Corporations and other businesses | Fewer than 5 clients | $3.6M | 1.3% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brandon S Hutchison | Registered representative | Nov 2025 (1y) | ||
| Ryan Eugene Murray | Registered representative | CFP | Nov 2025 (1y) | |
| Luke Brennan Fleming | Registered representative | CFP | Mar 2026 (0y) | |
| Charles Nicholas Kuhn | Registered representative | Jul 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/06/2026 | 1.26 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 06, 2026.
View current Form ADV (SEC/IAPD) ↗