AGEMY WEALTH ADVISORS, LLC

Overview

Agemy Wealth Advisors, LLC is an independent registered investment adviser that serves individual and family clients with a mix of financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. The firm operates as a capital allocator, blending discretionary investment management with fee arrangements that include a percentage of assets under management, hourly billing, and fixed fees. Agemy Wealth Advisors also functions as an insurance broker, which is folded into its advisory offering and can be used to address insurance-based planning needs for clients. Investment preferences tilt toward equities: the firm reports a strong preference for exchange-traded equities and uses third-party managers when appropriate. Agemy Wealth Advisors is not an active ESG investor and does not identify as a multi-state adviser. The firm is organized as a limited liability company under individual ownership and became SEC-registered in 2025.

Assets & Accounts

Public Holdings

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Location & Offices