Updated:
AGAPE Wealth Management
Agape Wealth is a financial advisory firm focused on retirement planning. The firm helps clients with income, taxes, and legacy strategies so they can preserve...
AGAPE Wealth Management
Agape Wealth is a financial advisory firm focused on retirement planning. The firm helps clients with income, taxes, and legacy strategies so they can preserve and grow tax-efficient retirement income. Services are oriented around translating retirement goals into action steps and monitoring plans over time.
General information
Firm type
Multi Family Office
Location
City
Biloxi
Principals
Heidi Ardis
Founder & CEO, Investment Adviser Representative
Clinton Ardis
Chief Operations Officer
Sabrina Olszewski
Chief Administrative Officer
Katie Melton
Client Relations Coordinator
Alicia Whitfield
Client Services Specialist
Frequently asked questions
Who owns or controls AGAPE Wealth Management?
Ownership information for AGAPE Wealth Management is not publicly available. The firm is structured as an LLC, which allows for private ownership, but no principal names or controlling entities appear in public records.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: