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AGEMY WEALTH ADVISORS, LLC

CRD 218512 · SEC 801-134548

Visit website

7900 EAST UNION AVENUE, SUITE 1100, DEVER, CO, 80237, United States

Phone

203-738-0027

Fax

203-738-0029

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$130.5M

Discretionary AUM

$130.5M

Team

6 total employees; 3 advisory reps; 18 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-28

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals293$69.0M
High net worth individuals111$60.0M

States served

CO, NY, NC, SC, NH, CT, FL

All web addresses on file

Official SEC filing: View on IAPD