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Agemy Wealth Advisors, LLC

Agemy Wealth Advisors, LLC. CRD 218512

Agemy Wealth Advisors, LLC logo

CRD: 218512

Agemy Wealth Advisors, LLC

Dever, CO, 80237
2037380027
www.agemy.com
$130.5M Total AUM
$130.5M Disc. AUM
-- 3Y CAGR
6 Employees
422 ADV. Clients
10 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
QuantumEmber pathway
Established Date
07-23-2015
Office Locations
1

Office Locations

7900 East Union Avenue Suite 1100 Denver CO

About Agemy Wealth Advisors, LLC

Agemy Wealth Advisors (Agemy Financial Strategies) provides brokerage and advisory services centered on retirement income planning for retirees and those nearing retirement, plus financial planning, tax and estate/legacy planning, and ongoing investment management. Portfolios emphasize diversified allocations including ETFs and fixed income; Charles Schwab is a primary custodian. The firm notes 30+ years serving and educating retirees.

Team overview

37 AVG AGE
$43.5M AVG AUM / ADVISOR
$309.2K AVG AUM / CLIENT
9.5 yrs AVG TENURE
6 Employees
3 Advisory Reps
4 RIA Reps
10yrs Firm Age

Insights

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Asset Classes

Eagle Frontier beacon Summit capital Momentum eagle Catalyst Prime

Client Personas

Peak

Custodian

Prime insight Atlas

Investment Themes

Quantum frontier Vector Pioneer Timber summit

Investment Vehicles

Signal

Platform

Bridge glacier

Services

Vertex Vital Vector crest Eagle Fusion delta Momentum Momentum crest Eagle delta Peak Timber prime Pathway ember

Technology

Optima fusion North

Owner & Executives

ANDREW ALLEN AGEMY

ANDREW ALLEN AGEMY

Financial Advisor, Managing Member, Principal

CRD
#2184176
Ownership
75% or more
(900) 689-6801
atlas.pathway@horizoncapital.com
in linkedin.com/in/summit-catalyst
D

DANIEL JUSTIN AGEMY

Chief Compliance Officer, Managing Member, Wealth Advisor

CRD
#5744683
Ownership
25% but less than 50%
(620) 610-3680
bridge.capital@radialcapital.com
in linkedin.com/in/summit-pioneer

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Contacts

M

MICHAEL G ERRIGO

Owner

CRD
#5771888
(733) 727-2818
fusion.capital@signalcapital.com
in linkedin.com/in/capital-element

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-19-2025
03-28-2026
Category Assets AVG. Account size
Discretionary $130,500,000 $159,731
Non-Discretionary $0 --
Total $130,500,000 $159,731

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Separately Managed Accounts

Total SMA Asset: $130,500,000

$130.5M Total SMA
Equity - Exchange:
28.6%
Corporate - Investment Grade:
17.7%
Public Funds:
23.7%
Cash:
17.8%
U.S. Government/Agency:
12.2%
Asset class Assets Assets %
Equity - Exchange $1,491,286,619 28.6%
Corporate - Investment Grade $922,929,131 17.7%
Public Funds $1,235,786,464 23.7%
Cash $928,143,420 17.8%
U.S. Government/Agency $636,143,243 12.2%
Total $5,214,288,877 100.0%

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