# Agemy Wealth Advisors, LLC

> Agemy Wealth Advisors, LLC is an SEC-registered investment advisory firm in Denver, CO, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 3, 2026.

- CRD: 218512
- Filed as: AGEMY WEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Denver, CO
- Filing period: October 2026
- Form ADV filing dated: September 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/218512
- AdvisorCensus page: https://advisorcensus.com/firm/agemy-wealth-advisors-llc-denver-co-218512

## Quick answers

**How is Agemy Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Agemy Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Agemy Wealth Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated March 28, 2026 states: Hourly rate: $500 an hour (financial planning services); Flat fee: $1,000 to $10,000 (financial planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Agemy Wealth Advisors, LLC located?**
Agemy Wealth Advisors, LLC's principal office is in Denver, CO, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Agemy Wealth Advisors, LLC registered with the SEC or a state?**
Agemy Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 218512.

**How much does Agemy Wealth Advisors, LLC manage?**
Agemy Wealth Advisors, LLC reports $130,500,000 in regulatory assets under management in its Form ADV filing dated September 3, 2026 (100% discretionary).

**What types of clients does Agemy Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (293); high net worth individuals (111).

**Which custodians does Agemy Wealth Advisors, LLC use?**
Agemy Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Agemy Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/218512

**What changed in Agemy Wealth Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 4 to 3. Regulatory assets under management went from $113,700,000 to $130,500,000 (+15%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 28, 2026)

- Hourly rate: $500 an hour (financial planning services)

> Advisor offers financial planning services at an hourly rate of $500 . The fee is negotiable based upon the type of planning selected, areas covered and the amount of research to be conducted.

- Flat fee: $1,000 to $10,000 (financial planning)

> Advisor’s fixed fee financial planning ranges from $1,000 to $10,000. The fee is negotiable based on the complexity of the client’s situation, the number of accounts, type of assets and the time involved

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $130,500,000
- Discretionary: $130,500,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 293 | $69,000,000 |
| High net worth individuals | 111 | $60,000,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $500,000 |
| Charitable organizations | Fewer than 5 | $300,000 |
| Corporations or other businesses not listed above | Fewer than 5 | $700,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (0 years)
- Employees: 6 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, CT, FL, NC, NH, NY, SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Guilford, CT

### Websites listed on Form ADV (Item 1.I)
- agemy.com
- Facebook @AGEMYFINANCIAL
- Instagram @AGEMYFINANCIAL
- LinkedIn @AGEMY-FINANCIAL-STRATEGIES
- X @AgemyFinancial
- YouTube @UC50bvNUSq97RlUaV556nwzw

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 4 to 3.
- Regulatory assets under management went from $113,700,000 to $130,500,000 (+15%).

### March 2026
- Registered or notice-filed in CT, FL, NC, NH, NY, SC.

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Agemy Wealth Advisors, LLC (CRD 218512): Form ADV filing data as of October 2026.