AGEMY WEALTH ADVISORS, LLC

CRD 218512File 801-134548

APPROVED

Retail clients

Custody

Filing as of Mar 28, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$130.5M

Bottom 25% of cohort (national)

Discretionary AUM

$130.5M

Clients

404

817 accounts

Employees

Bottom 25% of cohort in CO

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: DRO
Registration date: Nov 14, 2025
Principal office: 7900 EAST UNION AVENUE, SUITE 1100, DEVER, CO, 80237
Phone: 203-738-0027
Website: HTTPS://WWW.FACEBOOK.COM/AGEMYFINANCIAL/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $130.5M
Discretionary AUM: $130.5M
Non-discretionary AUM: $0
Discretionary accounts: 817
Non-discretionary accounts: 0
Total accounts: 817
AUM per client: $323K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$700K
Charitable organizations	Fewer than 5	$300K
High net worth individuals	111	$60.0M
Pension and profit sharing plans	Fewer than 5	$500K
Individuals (other than high net worth individuals)	293	$69.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.