Agemy Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
Fixed fee financial planning ranges from $1,000 to $10,000, negotiable
$0 - $50,000: minimum annual fee of $500 $50,001+: 0.85% to 2.00%, negotiable
$500 per hour, negotiable
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
7900 East Union Avenue, Suite 1100
Denver CO 80237
Advisors at this office
3
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
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Quick links
Advisors at this firm
Andrew A
Series 63, Series 65
Denver, 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 14 years of industry experience. He has been with Agemy Wealth Advisors since 2015 and has operated Agemy Financial Strategies, Inc., an insurance product sales business, since 1990. Outside of advising, he hosts a financial strategies radio show and serves as a board member of the Gospel Foundation of New England. Agemy Wealth Advisors provides investment advisory and financial planning services to individuals, charities, and business entities, managing discretionary portfolios that include mutual funds, equities, fixed income, ETFs, and limited digital assets. The firm combines asset allocation and fundamental analysis with artificial intelligence tools to support research and portfolio management.
Michael E
Series 63, Series 65
Denver, CO
Agemy Wealth Advisors, LLC
Michael Errigo is a financial advisor at Agemy Wealth Advisors, LLC in Denver, Colorado, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GWFS Equities Inc. prior to joining Agemy Wealth Advisors in 2018. He also manages account services for Agemy Financial Services as part of a non-investment related role. Agemy Wealth Advisors provides investment advisory and financial planning services to individuals, charities, and business entities. The firm manages discretionary portfolios using asset allocation and fundamental analysis, supplemented by artificial intelligence and machine learning tools, and offers tailored planning across retirement, tax, and estate objectives.
Daniel A
Series 66
Denver, CO
Agemy Wealth Advisors, LLC
Daniel Agemy is a financial advisor with Agemy Wealth Advisors, LLC in Denver, CO, holding a Series 66 designation and 12 years of industry experience. He has been with Agemy Wealth Advisors since 2016 and is also a partner and Vice President of Operations at Agemy Financial Strategies, where he oversees operations and client service related to retirement planning, annuities, and life insurance. In addition, he hosts a radio show focusing on financial strategies and owns Numuin Capital, LLC, a venture involved in bitcoin and digital asset mining. Agemy Wealth Advisors, LLC provides investment advisory and financial planning services to individuals, charities, and business entities, managing discretionary portfolios that include mutual funds, equities, fixed income, ETFs, and limited digital assets. The firm uses asset allocation and fundamental analysis, supplemented by artificial intelligence and machine learning tools, to build customized portfolios and conducts regular portfolio reviews.
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