Agemy Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Dever, CO. Its latest Form ADV filing, dated March 28, 2026, reports $130M in regulatory assets under management, 6 employees, 1 office, and 817 accounts.
Assets Under Management
$131M
Employees
6
Offices
1 office
Total Clients
404
Primary office
DEVER, CO
7900 EAST UNION AVENUE, SUITE 1100, DEVER, CO, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 72.5% of total clients.
Top client categories% of clientsClients
1
Individuals
72.5%
293
2
HNWI
27.5%
111
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$131Mas of March 28, 2026
Discretionary100.0%
$131M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$131M
Total Accounts817
10Y AUM Change+$17M (+14.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee67:1
10Y Employee Change+1 (+20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.