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Agile Wealth Partners
Boutique Multi Family Office providing wealth management built on transparency and craft. | Located in Northville, Michigan, Agile Wealth Partners is a...
Agile Wealth Partners
Boutique Multi Family Office providing wealth management built on transparency and craft. | Located in Northville, Michigan, Agile Wealth Partners is a boutique multi-family office dedicated to the refined craft of financial planning. As fee-based, independent fiduciaries, we prioritize deep expertise, transparency, and extreme intentionality over traditional financial sales.
General information
Firm type
Multi Family Office
Frequently asked questions
Is Agile Wealth Partners a single-family or multi-family office?
Agile Wealth Partners is classified as a multi-family office, serving multiple wealthy families rather than a single principal. This structure allows the firm to pool capital and investment opportunities across its client base.
What investment services does Agile Wealth Partners offer?
Like many multi-family offices, Agile Wealth Partners likely provides investment management, asset allocation, and wealth advisory services. It may facilitate direct co-investments in private equity, real estate, and other alternatives, though specific mandates are not publicly documented.
Who are the principals or founders of Agile Wealth Partners?
The principals and founders of Agile Wealth Partners are not publicly disclosed. The firm maintains a low public profile, which is common among family offices that prioritize privacy over marketing.
What is the AUM of Agile Wealth Partners?
The firm's assets under management are not publicly disclosed. Multi-family offices often keep AUM confidential, and no credible external source has reported a figure for Agile Wealth Partners.
Does Agile Wealth Partners have any publicly known portfolio companies or investments?
No portfolio companies or specific investments of Agile Wealth Partners are recorded in public sources. The firm has not disclosed any holdings or deals.
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