AGEMY WEALTH ADVISORS, LLC
AGEMY WEALTH ADVISORS, LLC of DEVER, CO is an SEC-registered investment adviser (CRD 218512). Regulatory assets under management: $130.5M.
Registration
- CRD: 218512
- SEC file number: 801-134548
- Type: Registered investment adviser
- Location: 7900 EAST UNION AVENUE, SUITE 1100, DEVER, CO, 80237
- Phone: 203-738-0027
- Latest filing: 2026-03-28
- Regulatory AUM: $130.5M
- Discretionary AUM: $130.5M
- Clients: 6
- Accounts: 817
Business model
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| Andrew Allen Agemy | MANAGING MEMBER | — |
| Daniel Justin Agemy | MANAGING MEMBER/CCO | — |
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