A
CRD: 302019
Agile Wealth Partners
Northville, MI, 48167
3134430067
$32.0M Total AUM
$32.0M Disc. AUM
-- 3Y CAGR
3 Employees
40 ADV. Clients
7 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · LPL Financial · TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-23-2019
- Office Locations
- 1
Office Locations
114 Rayson St. Suite #2C Northville MI
About Agile Wealth Partners
Agile Wealth Partners is a Northville-based RIA. The firm has been operating for 7 years. Managing $32.0M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and LPL Financial. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
39 AVG AGE
$10.7M AVG AUM / ADVISOR
$801.3K AVG AUM / CLIENT
5.6 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Pioneer Vital pioneer
Client Personas
Signal pioneer
Investment Themes
Unison Timber eagle
Investment Vehicles
Radial pioneer
Services
Prime Harbor Alpha optima Pathway catalyst Signal capital
Owner & Executives
J
JOHN RAYMOND OLIVER
Chief Compliance Officer, Director, Managing Member
- CRD
- #4820353
- Ownership
- 50% but less than 75%
(862) 526-2791
capital.delta@momentumcapital.com
in linkedin.com/in/zenith-frontier
JONATHAN ROBERT THOMASON
Director Of Financial Planning, Financial Advisor
- CRD
- #6187569
- Ownership
- 25% but less than 50%
(870) 449-4556
pathway.timber@summitcapital.com
in linkedin.com/in/horizon-pathway
Showing 2 of 2 owners & executives
Unlock allContacts
T
TAYLOR FARRELL EAGLE
Securities Analyst
- CRD
- #7521150
(934) 966-2075
alpha.catalyst@oakcapital.com
in linkedin.com/in/summit-horizon
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,050,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $32,050,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $32,050,000
Equity - Exchange:
12.4% Equity - OTC:
14.2% Corporate - Investment Grade:
16.4% Municipal Bonds:
17.4% U.S. Government/Agency:
19.4% Cash:
20.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $138,557,322 | 12.4% |
| Equity - OTC | $158,670,482 | 14.2% |
| Corporate - Investment Grade | $183,253,233 | 16.4% |
| Municipal Bonds | $194,427,210 | 17.4% |
| U.S. Government/Agency | $216,775,166 | 19.4% |
| Cash | $225,714,348 | 20.2% |
| Total | $1,117,397,761 | 100.0% |