RIA Intel›Advisers›Colorado›AGILE WEALTH, LLC

AGILE WEALTH, LLC

Advisory

CO

Data as of Mar 30, 2026 · Source: SEC Form ADV

Average account
$161K
across 6 accounts
AUM per adviser
$966K
1 adviser

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM
$966K
Discretionary %
100%
Clients
5
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$966K
Discretionary AUM$966K
Non-Discretionary AUM$0
Discretionary %100%
Total Clients5
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCO, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CO

Closest by assets under management. All figures from Form ADV.

ADRIAN & ASSOCIATES INC
GREENWOOD VILLAGE, CO
$975K
-99.0% 1Y
BARNETT INVESTMENT COUNSEL, LLC
$950K
MONUMENT WEALTH, INC
$949K
PERFORMANCE ENHANCEMENT TECHNOLOGIES LTD
COLORADO SPRINGS, CO
$1M
-98.0% 1Y
HEADWATERS FINANCIAL PLANNING, LLC
$900K
LOGRUS MANAGEMENT, LLC
LOUISVILLE, CO
$885K
-32.2% 1Y

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