Fee-OnlyFinder

Agemy Wealth Advisors, LLC

Financial planning in Denver, CO

SEC registeredNo commissions reported

Call (203) 738-0027Send a messageMap ↗

Public-record details

Address
7900 East Union Avenue, Suite 1100, Denver, CO 80237
Phone
(203) 738-0027
Listed under
Financial planning, Hourly fees, Flat / fixed fees, % of assets managed
CRD number
218512
Registration
SEC registered since 2025-11-14
Compensation (Form ADV 5.E)
Percentage of assets under management; Hourly charges; Fixed fees
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses; Selection of other advisers
Regulatory assets under management
$130.5 million
Accounts managed
817
Clients reported (Form ADV 5.D)
404
Individual / high-net-worth clients
293 / 111
Employees
6
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-09-03

SEC registered investment adviser, CRD 218512, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Denver

1888 Investments, LLC1401 Lawrence Street, Suite 1920 · Denver, CO 80202 · (720) 201-6099 · % of assets managedCRD 312491 · % of assets, Performance-based fees · $5.9 billion AUMSEC registeredNo commissions reported5280 Capital55 Madison St Ste 540 · Denver, CO 80206 · (303) 501-9915 · Hourly feesCRD 167460 · % of assets, Hourly charges, Fixed fees · $34.0 million AUMState registeredNo commissions reported7two100 Fillmore Street, 5th Floor · Denver, CO 80206 · (720) 477-7274 · Financial planningCRD 328900 · % of assets, Fixed fees · $230.4 million AUMSEC registeredNo commissions reportedAlpha Capital Management Group LLC100 Fillmore St., 5th Floor · Denver, CO 80206 · (303) 900-1919 · Financial planningCRD 283624 · % of assets, Fixed fees · $734.4 million AUMSEC registeredNo commissions reportedAlpine Wealth Advisors, LLC260 North Josephine Street, Suite 600 · Denver, CO 80220 · (720) 318-6634 · Financial planningCRD 105433 · % of assets · $115.7 million AUMSEC registeredNo commissions reportedAltitude Wealth Management, LLC1777 S. Harrison St., #101-B · Denver, CO 80210 · (303) 468-1392 · Financial planningCRD 288529 · % of assets, Other · $112.7 million AUMState registeredNo commissions reportedAltius Financial, INC.1777 S. Harrison Street, Suite 810 · Denver, CO 80210 · (303) 584-9271 · Financial planningCRD 113268 · % of assets, Hourly charges, Fixed fees · $212.2 million AUMSEC registeredNo commissions reportedApex Capital Management LTD.2725 W 21st Ave · Denver, CO 80211 · (720) 220-5663 · % of assets managedCRD 307188 · % of assetsState registeredNo commissions reported

All 118 in Denver →