AGILIS WEALTH MANAGEMENT is a Lehi, Utah based financial advisory firm with nearly $73,502,345 in assets under management and provides investment advisory services for 329 clients. There are currently 4 financial advisors at the firm.
General Information |
| Firm CRD#: | 127066 | |
| SEC#: | 801-112504 | |
| Assets under Management: | $73,502,345 | |
| No. of Clients: | 329 | |
| No. of Advisors: | 4 | |
| Advisory Services Provided: | Portfolio Management for Individuals, Portfolio Management for pooled Investment | |
| Fee Structure: | A Percentage of AUM |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| HEALTHEQUITY ADVISORS | 167105 | 801-78001 | 102270 | 8 | $1,069,392,062 |
| PHYSICIAN WEALTH ADVISORS, INC. | 106043 | 801-63664 | 5064 | 14 | $1,326,456,795 |
| CAPITA FINANCIAL NETWORK, LLC | 290558 | 801-112411 | 4297 | 31 | $1,163,105,301 |
| SUMMIT GLOBAL INVESTMENTS, LLC | 157091 | 801-76631 | 3710 | 21 | $1,536,735,753 |
| FORESIGHT WEALTH MANAGEMENT, LLC | 153881 | 801-90167 | 3243 | 21 | $1,347,928,530 |
| TRUENORTH WEALTH | 142205 | 801-68446 | 2452 | 17 | $879,942,760 |
| ALBION FINANCIAL GROUP | 105957 | 801-18270 | 2285 | 32 | $1,409,105,915 |
| ALTA CAPITAL MANAGEMENT LLC | 106786 | 801-50778 | 1572 | 25 | $1,473,348,203 |
| CREWE ADVISORS | 173920 | 801-80723 | 1044 | 20 | $1,288,269,950 |
| THE NORDEN GROUP LLC | 323988 | 801-127137 | 1004 | 15 | $899,716,663 |
| CROSS CREEK ADVISORS, LLC | 165803 | 801-77391 | 17 | 18 | $1,410,697,153 |
| ENHANCED HEALTHCARE MANAGEMENT COMPANY | 157622 | 801-73282 | 13 | 15 | $1,082,516,273 |
| DW HEALTHCARE PARTNERS | 160555 | 801-73231 | 12 | 36 | $1,308,076,951 |
| SUNDANCE BAY | 301868 | 801-118520 | 6 | 78 | $987,801,452 |
| TOWER ARCH CAPITAL | 169057 | 801-100344 | 5 | 17 | $890,840,879 |