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AGILE WEALTH PARTNERS
AGILE WEALTH LLC
CRD 302019
114 RAYSON ST., SUITE #2C, NORTHVILLE, MI, 48167, United States
Phone
(313) 443-0067
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$32.0M
Discretionary AUM
$32.0M
Team
3 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)ESTATE PLANNING AND BUSINESS CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 25 | $10.8M |
| High net worth individuals | 15 | $21.3M |
All web addresses on file
Official SEC filing: View on IAPD