wiseradvisor

AGILIS WEALTH MANAGEMENT,LLC

Tel: 303-991-6409
3450 N Triumph Blvd
Suite 102
Lehi, Utah  84043

About AGILIS WEALTH MANAGEMENT,LLC

AGILIS WEALTH MANAGEMENT,LLC is a Lehi, Utah based financial advisory firm with nearly $101,359,732 in assets under management and provides investment advisory services for 337 clients. There are currently 4 financial advisors at the firm.


General Information

Firm CRD#:   127066
SEC#:   801-112504
Assets under Management:   $101,359,732
No. of Clients:   337
No. of Advisors:   4
Advisory Services Provided:   Financial Planning, Portfolio Management for Individuals, Selection of Other Advisors
Fee Structure:   A percentage of AUM, Hourly charges, Subscription fees, Fixed fees

More Financial Advisor Firms in Lehi, Utah

Financial Advisory Firm Firm CRD# SEC# No. of Clients No. of Advisors AUM
NAVIGATE PRIVATE WEALTH, LLC 170774 801-79648 2024 16 $459,881,234
ASCEND INVESTMENT PARTNERS 307667 801-118514 1626 9 $493,388,105
ADAMS WEALTH ADVISORS 286087 801-110862 1456 20 $473,261,221
LONE PEAK ADVISERS 296772 801-113427 797 10 $148,039,344
FINANCIAL NETWORK WEALTH MANAGEMENT LLC 308991 801-119044 698 5 $231,417,206
COTTONWOOD WEALTH STRATEGIES, LLC 311272 801-119782 661 5 $230,715,552
FINANCIAL NETWORK WEALTH ADVISORS LLC 318842 801-123661 343 4 $140,873,863
ASHWORTH WEALTH, LLC 116950 801-111875 299 6 $261,330,563
WEBER GLOBAL MANAGEMENT, INC 290134 801-119042 286 2 $116,617,688
SOLIDARITY WEALTH, LLC 315843 801-122536 218 7 $250,763,185
SUNDANCE BAY 301868 801-118520 8 61 $718,024,835
DECATHLON CAPITAL MANAGEMENT II, LLC 175030 801-108317 5 12 $400,062,285
SEVEN CANYONS ADVISORS, LLC 290334 801-112404 3 7 $314,185,701
SG TRADING SOLUTIONS, LLC 322928 801-126459 2 5 $100,000,000
UTAH PEAKS CAPITAL 318446 801-123387 1 9 $300,000,000
STRATEGIC ADVOCATES, LLC 316858 801-126262 0 3 $0
Explore More Financial Advisor Firms in Lehi, Utah >>