A
$965.9K Total AUM
$965.9K Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
4 yrs Firm Age
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- Custodian
- Altruist ยท Betterment
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-11-2021
- Office Locations
- 1
Office Locations
-- Littleton CO
About Agile Wealth LLC
Agile Wealth LLC is a Littleton, CO retail RIA led by CFP Paul Tod Monax (Managing Member/CCO). The firm delivers financial planning, including tax and estate planning support, plus insurance and 529 planning. Investment implementation is ETF-centric, with use of mutual funds and fixed income strategies. Custody platforms include Altruist and Betterment.
Team overview
51 AVG AGE
$965.9K AVG AUM / ADVISOR
$161.0K AVG AUM / CLIENT
5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
PAUL TOD MONAX
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #6448852
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $965,928 | -- |
| Non-Discretionary | $0 | -- |
| Total | $965,928 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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