Agemy Wealth Advisors, LLC

RIASEC RegisteredEst. 2025

Total AUM

$131M

Discretionary

$131M

100% of AUM

Avg account

$160K

Accounts

817

Employees

Advisory reps

Firm details

Headquarters: Denver, Colorado
CRD number: 218512
Registered since: November 14, 2025
Website: www.agemy.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals52.87%
HNWI45.98%
Corporations / Businesses0.54%
Pension & Profit Sharing Plans0.38%
Charitable Organizations0.23%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Agemy Wealth Advisors, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm is registered with the SEC (registered year listed as 2025) and describes itself as a capital allocator that serves individual and family clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Compensation formats include a percentage of assets under management, hourly billing, and fixed fees. Agemy reports it is not an active ESG investor, is not a multi-state adviser, and does not act as a pension consultant or related adviser. The firm lists an industry affiliation with an insurance company.