BAGBY WEALTH MANAGEMENT

BAGBY WEALTH MANAGEMENT of DEXTER, MO is an SEC-registered investment adviser (CRD 117828). Regulatory assets under management: $46.7M.

Registration

• CRD: 117828
• Type: Registered investment adviser
• Location: 302 NORTH WALNUT, DEXTER, MO, 63841
• Phone: 573-624-4771
• Latest filing: 2026-03-18
• Regulatory AUM: $46.7M
• Discretionary AUM: $17.3M
• Non-discretionary AUM: $29.4M
• Clients: 4
• Accounts: 259

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 117828 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search