AGILE WEALTH PARTNERS

AGILE WEALTH PARTNERS of NORTHVILLE, MI is an SEC-registered investment adviser (CRD 302019). Regulatory assets under management: $32.0M.

Registration

• CRD: 302019
• Type: Registered investment adviser
• Location: 114 RAYSON ST., NORTHVILLE, MI, 48167
• Phone: (313) 443-0067
• Latest filing: 2026-03-09
• Regulatory AUM: $32.0M
• Discretionary AUM: $32.0M
• Clients: 3
• Accounts: 126

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 302019 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search