AGILE WEALTH LLC

AGILE WEALTH LLC is an SEC-registered investment adviser (CRD 314967). Regulatory assets under management: $966K.

Registration

• CRD: 314967
• Type: Registered investment adviser
• Phone: 303-909-6256
• Latest filing: 2026-03-30
• Regulatory AUM: $966K
• Discretionary AUM: $966K
• Clients: 1
• Accounts: 6

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 314967 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search