Agile Wealth LLC

Overview

Agile Wealth LLC is a small, independent registered investment adviser structured as a limited liability company and owned by an individual. The firm focuses on financial planning and portfolio management for individuals and small businesses, offering multiple fee arrangements including a percentage of assets under management, hourly charges and fixed fees. Investment activity is concentrated in exchange-traded equities, signaling a preference for liquid, publicly traded instruments rather than direct private placements. The firm is not positioned as a capital allocator and does not identify as an active ESG investor. That said, Agile Wealth maintains access to third-party alternative strategies specifically tied to commodities and oil & gas, which it uses alongside mutual funds to round out client portfolios. Given the adviser’s client base and service set, allocations appear geared toward growth and tradability with selective use of commodity and energy exposures for tactical or sector-specific exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices