Agilis Wealth Management
Agilis Wealth Management is an SEC-registered mass-market adviser with $69.9M assets under management (AUM, regulatory AUM), -5% over one year. See who owns Agilis Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 127066, data through 2024-07-01.
- AUM (assets under management / regulatory AUM)
- $69.9M (2024-07-01)
- Firm type
- Mass-Market Adviser
- Employees
- 4
- Clients
- 329
- CRD
- 127066
- Ownership
- MARSHALL, DENNIS, EDWARD; MELLING, GARY, ALAN; MELLING, DAVID, ALAN; EVANS, SHARON, JOY; MELLING, KEVIN, WRAY
How much AUM does Agilis Wealth Management have?
Agilis Wealth Management reported $69.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2024-07-01).
Who owns Agilis Wealth Management?
Disclosed owners and executives of Agilis Wealth Management include MARSHALL, DENNIS, EDWARD, MELLING, GARY, ALAN, MELLING, DAVID, ALAN, EVANS, SHARON, JOY, MELLING, KEVIN, WRAY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.