# Agile Wealth Partners

> Agile Wealth Partners is a state-registered investment advisory firm in Northville, MI, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.

- CRD: 302019
- Filed as: AGILE WEALTH PARTNERS
- Legal name: Agile Wealth LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Northville, MI
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/302019
- AdvisorCensus page: https://advisorcensus.com/firm/agile-wealth-partners-northville-mi-302019

## Quick answers

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

**Where is Agile Wealth Partners located?**
Agile Wealth Partners' principal office is in Northville, MI, according to its Form ADV.

**Is Agile Wealth Partners registered with the SEC or a state?**
Agile Wealth Partners is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 302019.

**How much does Agile Wealth Partners manage?**
Agile Wealth Partners reports $32,050,000 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (100% discretionary).

**What types of clients does Agile Wealth Partners serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (25); high net worth individuals (15).

**Does Agile Wealth Partners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/302019

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $32,050,000
- Discretionary: $32,050,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 25 | $10,750,000 |
| High net worth individuals | 15 | $21,300,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2019 (7 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- agilewealthservices.com
- Facebook @agilewealthpartners
- LinkedIn @agile-wealth-partners
- YouTube @UC3szXbFtUbT-yRlIhJ35jvg

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Agile Wealth Partners (CRD 302019): Form ADV filing data as of October 2026.