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Agemy Wealth Advisors, LLC

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Client assets under management

$129,000,000

Clients

404

27% high-net worth

Advisors

3

of 6 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

135

Very High

Average account size

$319,307

About

Agemy Wealth Advisors, LLC provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), charities, and business entities, managing discretionary portfolios that may include mutual funds, equities, fixed income, ETFs and, with client permission, a small allocation to digital assets. The firm also recommends and monitors independent third‑party managers and offers tailored planning across retirement, tax, estate and other objectives.

The firm builds customized portfolios using asset‑allocation and fundamental analysis and conducts periodic portfolio reviews (quarterly monitoring and at least annual client meetings). Agemy supplements its human research process with artificial‑intelligence and machine‑learning tools to assist in reviewing and validating research inputs, while portfolio managers retain final decision authority.

Distinctive features disclosed in the brochure include that the firm’s owners are licensed insurance agents who offer insurance products through an affiliated entity, Agemy Financial Strategies, Inc., for which they receive separate commissions (a potential conflict the firm says it seeks to mitigate and discloses to clients). The brochure also notes an owner operates Numuin Capital, LLC to mine bitcoin (not marketed to clients) and that the firm became SEC‑registered in November 2025; as of March 2026 it reported about $130.5 million in discretionary assets under management and three advisors with a $500,000 household account minimum.

Client services

Financial planning Portfolio management Selection of other advisers

Fee options

Fixed

Fixed fee financial planning ranges from $1,000 to $10,000, negotiable

Percentage

$0 - $50,000: minimum annual fee of $500 $50,001+: 0.85% to 2.00%, negotiable

Project-based

$500 per hour, negotiable

Other

Account minimum: $500,000 Minimum fee: $500 annual minimum fee for accounts under $50,000 Fee-only: Financial planning offered on hourly and fixed fee basis

Main office location

Agemy Wealth Advisors, LLC

7900 East Union Avenue, Suite 1100

Dever CO 80237, United States

Number of offices

2

Most active in

Colorado · Connecticut · Florida · New Hampshire · New York · North Carolina · South Carolina

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Andrew A

Series 63, Series 65

Dever, CO

Agemy Wealth Advisors, LLC

Andrew Agemy is a financial advisor with Agemy Wealth Advisors, LLC in Denver, CO, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. He has been with Agemy Wealth Advisors since 2015 and has operated Agemy Financial Strategies, Inc. since 1990, where he is involved in insurance product sales and related services. Outside of his advisory role, he hosts a financial strategies radio show and serves as a board member of the Gospel Foundation of New England. Agemy Wealth Advisors is a four-advisor team managing approximately $113.7 million for individuals, charities, and business entities. The firm provides personalized financial planning and discretionary portfolio management, employing client-specific investment strategies across a broad range of securities and regularly reviewing accounts to align with clients’ objectives.

user avatar

Michael E

Series 63, Series 65

Dever, CO

Agemy Wealth Advisors, LLC

Michael Errigo is a financial advisor at Agemy Wealth Advisors, LLC with 13 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Agemy Wealth Advisors since 2018, following five years at GWFS Equities Inc. Errigo also manages account services at Agemy Financial Services, a non-investment related business. Agemy Wealth Advisors is a four-advisor team managing approximately $113.7 million for individuals, charities, and businesses. The firm provides personalized financial planning and discretionary portfolio management using client-specific investment strategies across a broad range of securities.

user avatar

Daniel A

Series 66

Dever, CO

Agemy Wealth Advisors, LLC

Daniel Agemy is a financial advisor at Agemy Wealth Advisors, LLC in Denver, CO, with 11 years of industry experience. He holds a Series 66 designation and has worked at Agemy Wealth Advisors since 2016. Prior to that, he was with Client One Securities LLC and has been involved with Agemy Financial Strategies since 2013, where he serves as Vice President of Operations and partner. Outside of advising, he hosts a financial strategies radio show and is involved in digital asset mining through an affiliated company. Agemy Wealth Advisors is a registered investment adviser with a team of four advisors managing approximately $113.7 million for individuals, charities, and business entities. The firm provides personalized financial planning and discretionary portfolio management using a client-specific investment approach that includes a broad range of securities and limited digital asset allocations when authorized.

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