A complete list of active advisors currently associated with Agemy Wealth Advisors, LLC

Warmer can help you find a great advisor at Agemy Wealth Advisors, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Agemy Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.