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Agemy Wealth Advisors, LLC

Headquartered in GUILFORD, CT

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Firm Information

Agemy Wealth Advisors, LLC is a financial advisory firm with 4 licensed agents, offering financial planning and portfolio management services to individuals, high net worth individuals, charitable organizations, and pension and profit sharing plans. The firm manages approximately $74 million in assets.

Agemy Wealth Advisors, LLC

$74.00M

Assets Under Management

20

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

AGEMY WEALTH ADVISORS, LLC has a total of 2 branch locations across the country.
location

DENVER, CO

location

GUILFORD, CT

Advisors at Agemy Wealth Advisors, LLC

View All 3 Advisors
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Michael G Errigo

RA

GUILFORD, CT

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Andrew Allen Agemy

RA

GUILFORD, CT

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Daniel Justin Agemy

RA

GUILFORD, CT

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Disclosures

There are no public disclosures for Agemy Wealth Advisors, LLC.

Frequently Asked Questions (6)

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