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Building 2AGEMY WEALTH ADVISORS, LLC

Map pinDEVER, CO
Phone203-738-0027
NotebookSEC #801-134548
Total AUM
$130.5M
Employees
6
Clients
407

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7900 EAST UNION AVENUE
SUITE 1100
DEVER
CO 80237
United States
Operating Hours
8:30 - 5:00
Monday - Friday
Phone
203-738-0027
Other Offices
1

ReceiptFinancials

Total AUM
$130.5M
Accounts
817
Discretionary
$130.5M
Accounts
817
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
293
AUM
$69M
HNW Individual Clients
111
AUM
$60M
Pension/Profit Sharing Plan Clients
1
AUM
$500K
Charitable Organization Clients
1
AUM
$300K
Corporation or Business Clients
1
AUM
$700K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COCTFLNCNHNYSC

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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