What departments does Agile Wealth have?

Agile Wealth has employees across 2 departments including Research, Finance.

What is the largest department at Agile Wealth?

The largest department at Agile Wealth is Research with 1 employees.

Where are Agile Wealth employees located globally?

Agile Wealth has employees across 1 continents and 1 countries including United States Of America.

How has Agile Wealth's team size changed over time?

Agile Wealth's team has grown from approximately 1 to 2 employees based on available data.

Agile Wealth Employee Directory

Financial ServicesMichigan, United States2-10 Employees

Agile Wealth Partners is a boutique financial services firm based in Northville, Michigan. The company operates as a fee-based, independent fiduciary in the multi-family office space, focusing on comprehensive financial planning and the integration of complex financial matters into a unified framework. Its approach emphasizes transparency, specialized expertise, and intentional decision-making aimed at protecting and growing clients’ wealth while supporting their broader interests and goals. The target market comprises high-net-worth families and individuals seeking personalized, non-sales-driven guidance rather than traditional product-centric advice. Agile Wealth positions itself in the financial planning and family-office segment, distinguishing itself through fiduciary oversight and a disciplined, craft-oriented service model. The firm’s Northville location situates it within a regional financial services ecosystem, offering tailored planning services to clients in and around Michigan. An emphasis on disciplined planning over transactional sales underpins its service philosophy as it works to translate complex financial puzzles into cohesive, actionable strategies.

Agile Wealth Global Highlights

North America
4

United States Of America
4

Agile Wealth's Leadership

T. E.
Head Of Research
Mobile Phone
Email
J. O.
Director Of Asset Management
Mobile Phone
Email
J. T.
Director Of Financial Planning
Mobile Phone
Email

Agile Wealth Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other
Finance

Contact profiles from Agile Wealth

Name

Title

Contact Info

Location

Last Update

T. E.
Head Of Research
Mobile Phone
Email
United StatesMichigan
May 28, 2026
J. O.
Director Of Asset Management
Mobile Phone
Email
United StatesMichigan
Jun 09, 2026
J. T.
Director Of Financial Planning
Mobile Phone
Email
United StatesNew Jersey
Jun 08, 2026

Frequently Asked Questions

What is Agile Wealth known for?

Agile Wealth was founded in 2019 operates in the Financial Services industry. The company's main headquarters is located in 114 Rayson Street 2c Northville, Michigan United States. Explore Agile Wealth's company overview page for more information.

What is Agile Wealth's most common email format?

Agile Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Agile Wealth email formats with LeadIQ.

How many employees does Agile Wealth have currently?

Agile Wealth has approximately 4 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Agile Wealth's key employees and leadership?

As of June 2026, Agile Wealth's key employees include:

Head Of Research: T. E.
Director Of Asset Management: J. O.
Director Of Financial Planning: J. T.

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Agile Wealth Employee Directory

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