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BAGBY WEALTH MANAGEMENT
BAGBY INVESTMENT CONSULTANTS, LLC
CRD 117828
302 NORTH WALNUT, DEXTER, MO, 63841, United States
Phone
573-624-4771
Fax
573-624-4004
Registration
— (—)
Source
State registered
Total AUM
$46.7M
Discretionary AUM
$17.3M
Team
4 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 124 | $21.8M |
| High net worth individuals | 23 | $22.5M |
All web addresses on file
Official SEC filing: View on IAPD