Daniel Justin Agemy
Investment adviser representative at Agemy Wealth Advisors, LLC
13 yearsExperience
3 statesRegistered in
$130.5MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Agemy Wealth Advisors, LLCOct 2016 to now
- Agemy Financial StrategiesNov 2013 to now
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 3 states (CO, CT, NY).
Agemy Wealth Advisors, LLC
$130.5MAssets managed
404Clients
3Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5744683
- Firm CRD
- 218512