AGILE WEALTH PARTNERS

Overview

Agile Wealth Partners is a small, independent registered investment adviser focused on serving individual and family clients, along with small-business owners. The firm runs fee-based financial planning and discretionary portfolio management and charges a mix of percentage-of-AUM, hourly, and fixed fees. Its stated allocation preference is equities, and its active management appears tilted toward liquid, exchange-traded strategies held at a major custodian. Investment activity centers on building core equity exposure supplemented by mutual funds and real estate allocations. Agile Wealth Partners is not positioned as a multi-state or pension consultant adviser and does not market itself as an ESG-focused manager. The firm’s client profile and product mix indicate a conventional private-wealth roster — concentrated on tailored planning and portfolio management for a limited number of households rather than institutional mandates.

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Public Holdings

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Location & Offices