RIA Intelligence

AGEMY WEALTH ADVISORS, LLC

CRD #218512 SEC #801-134548 DEVER, CO 203-738-0027
SEC Registered
Total AUM
$113.7M
Discretionary
$113.7M
Employees
5
Clients
11
Accounts
807

Firm Details

Organization Type
Limited Liability Company
State of Formation
Connecticut
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Nov 19, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
AGEMY, ANDREW, ALLENIMANAGING MEMBERE Control
AGEMY, ANDREW, ALLENIMANAGING MEMBERE Control
AGEMY, DANIEL, JUSTINIMANAGING MEMBER/CCOC Control
AGEMY, DANIEL, JUSTINIMANAGING MEMBER/CCOC Control

Registrations

Federal

IA
Nov 19, 2025 REGISTERED

Notice Filings (1)

CO

Address

7900 EAST UNION AVENUE
SUITE 1100
DEVER, CO 80237
United States
Phone: 203-738-0027