Overview
Assets Under Management: $130 million
Headquarters: DEVER, CO
High-Net-Worth Clients: 111
Average Client Assets: $0.5 million
Frequently Asked Questions
AGEMY WEALTH ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #218512), AGEMY WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
AGEMY WEALTH ADVISORS, LLC is headquartered in DEVER, CO.
AGEMY WEALTH ADVISORS, LLC serves 111 high-net-worth clients according to their SEC filing dated March 28, 2026. View client details ↓
According to their SEC Form ADV, AGEMY WEALTH ADVISORS, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
AGEMY WEALTH ADVISORS, LLC manages $130 million in client assets according to their SEC filing dated March 28, 2026.
According to their SEC Form ADV, AGEMY WEALTH ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 111
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 45.98%
Average Client Assets: $0.5 million
Total Client Accounts: 817
Discretionary Accounts: 817
Regulatory Filings
CRD Number: 218512
Filing ID: 2078090
Last Filing Date: 2026-03-28 09:23:24