Agape Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm offers discretionary asset management services aimed at individual and high-net-worth clients, documenting investment goals, time horizons and risk tolerance to build tailored portfolios; it generally expects a $250,000 account minimum, which may be waived in certain cases. As of the brochure date, the firm reported no assets under management and no active advisory client accounts.
Portfolios are managed on a discretionary basis using a mix of analytic methods — including fundamental, technical, charting and cyclical analysis — and may include both long‑ and short‑term investments, periodic rebalancing and tax‑loss harvesting reviews performed at least quarterly. Operationally, the firm requires use of a specified custodian and authorizes direct fee deduction from client accounts; it does not aggregate trades across accounts and does not vote proxies for client securities.
Noteworthy aspects disclosed in the brochure include that the firm is newly formed and operates under a single listed investment adviser representative, and that the principal has a prior employment separation from a previous firm in September 2025 related to servicing a client account. The principal also maintains an affiliated insurance practice occupying about 10% of her time and receives commissions on those products, a potential conflict the firm says it mitigates through disclosures and fiduciary procedures.
Client services
Expertise
Fee options
$0 - $250,000: 1.45% annually $250,000.01 - $500,000: 1.30% annually $500,000.01 - $1,000,000: 1.15% annually $1,000,000.01 - $2,000,000: 1.00% annually $2,000,000.01 - $5,000,000: 0.75% annually $5,000,000.01 - $10,000,000: 0.65% annually $10,000,000.01+: 0.55% annually
Account minimum: $250,000
Main office
Pasadena CA
Advisors at this office
1
Most active in
California
Also doing business as
Agape Wealth Management LLC · Amy Qian, Sole Proprietor · Aqsp · Qian, Amy
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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