Agilis Wealth Management,LLC
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Overview
Agilis Wealth Management,LLC operates as a financial advisory firm based in Lehi, Utah. Agilis Wealth Management,LLC manages $101.4 million in total assets throughout 337 customer accounts, placing it in the mid-tier of firms in the United States by assets under management (AUM). The company has a small group, including 2 financial advisors. Agilis Wealth Management,LLC is not a registered broker-dealer, meaning the firm is not able to buy and sell securities for its customers' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are tradable financial assets like bonds, options and equities.
Agilis Wealth Management,LLC oversees all of the firm's accounts on a discretionary basis. Discretionary management signifies that a portfolio manager has the discretion to make buy and sell choices without needing the customer's consent. The company manages an average of $300,771 for every customer account. The average advisor at Agilis Wealth Management,LLC oversees about 169 client accounts.
The company's headquarters is located at 3450 N Triumph Blvd, Lehi, Utah 84043. The company is permitted to serve investors in the state of Colorado.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Agilis Wealth Management,LLC by the Numbers
$101.4 million
4
337
$300.8 thousand
Products and Services
Agilis Wealth Management,LLC offers multiple financial services, which can include financial planning services, portfolio management for individuals and small businesses and selection of other advisers. However, the company did not provide financial planning services to any of its customers in the previous fiscal year. The company does not sell products or offer services other than investment advice to its investment advisory clients.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial management depend on the financial services provided. Fee types billed by the firm can be comprised of any combination of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are provided by Agilis Wealth Management,LLC.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 0% of firms
Subscription
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
Agilis Wealth Management,LLC works with retail investors. Out of its 337 customers, Agilis Wealth Management,LLC's largest client group is retail investors. None of the firm's customers reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 100%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Agilis Wealth Management,LLC does not have any disclosures.
Please visit its Form ADV for more details.
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