Agape Wealth Management LLC

The firm offers discretionary asset management services aimed at individual and high-net-worth clients, documenting investment goals, time horizons and risk tolerance to build tailored portfolios; it generally expects a $250,000 account minimum, which may be waived in certain cases. As of the brochure date, the firm reported no assets under management and no active advisory client accounts.

Portfolios are managed on a discretionary basis using a mix of analytic methods — including fundamental, technical, charting and cyclical analysis — and may include both long‑ and short‑term investments, periodic rebalancing and tax‑loss harvesting reviews performed at least quarterly. Operationally, the firm requires use of a specified custodian and authorizes direct fee deduction from client accounts; it does not aggregate trades across accounts and does not vote proxies for client securities.

Noteworthy aspects disclosed in the brochure include that the firm is newly formed and operates under a single listed investment adviser representative, and that the principal has a prior employment separation from a previous firm in September 2025 related to servicing a client account. The principal also maintains an affiliated insurance practice occupying about 10% of her time and receives commissions on those products, a potential conflict the firm says it mitigates through disclosures and fiduciary procedures.