JASMIJN CAPITAL MANAGEMENT, LLC
HIGHLAND, UT · CRD 127066 · IAPD ↗ · agiliswealth.com · 303-991-6409
$69.9MRegulatory AUM
2Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
1States
1Disclosures
wealthSegment
ApprovedSEC status
Filing changes
60
September 2024 — JASMIJN CAPITAL MANAGEMENT, LLC (HIGHLAND, UT) left the SEC roster (was $69.9M RAUM, 2 reps).
Recruiting & transitionsM&A & valuation
45
August 2024 — JASMIJN CAPITAL MANAGEMENT, LLC moved its main office from LEHI, UT to HIGHLAND, UT.
Office IT & facilitiesMarketing & brand
55
February 2024 — AGILIS WEALTH MANAGEMENT is now doing business as JASMIJN CAPITAL MANAGEMENT, LLC.
Marketing & brandCRM
Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.