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AGEMY WEALTH ADVISORS, LLC

DENVER, CO · CRD 218512 · IAPD ↗ · 203-738-0027

$130.5MRegulatory AUM
3Advisory reps
6Employees
18Clients
11-25Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
October 2026 — AGEMY WEALTH ADVISORS, LLC moved its main office from DEVER, CO to DENVER, CO.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
50
March 2026 — AGEMY WEALTH ADVISORS, LLC notice-filed in CT, FL, NC, NH, NY, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
December 2025 — AGEMY WEALTH ADVISORS, LLC (DEVER, CO) is newly SEC-registered with $113.7M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.