Agave Wealth Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$33,000,000
Total clients
140
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
140
Average account size
$235,714
About
Agave Wealth Advisors provides financial planning and discretionary and non-discretionary investment management to individuals and to institutional clients such as pensions, profit-sharing plans, trusts, estates, and business entities. The firm reports managing about $31 million in discretionary assets across roughly 135 client relationships and generally implements ongoing portfolio oversight.
Investment decisions are guided by a mix of fundamental, strategic (including Modern Portfolio Theory) and technical analysis, with portfolios constructed from ETFs, mutual funds, individual equities, U.S. government and corporate bonds, and other public securities; the firm may employ active strategies and monitors accounts daily. Financial planning integrates insurance-based risk management—primarily life insurance and fixed annuities—which are implemented through affiliated insurance activities rather than through the advisory firm itself.
What distinguishes the firm from many peers is its affiliation with an insurance agency that provides insurance products and estate-planning marketing and clerical support, and its advisory representatives may be licensed to sell those products and receive commissions (the brochure notes these commissions can represent a substantial portion of an IA rep’s business). It is also atypical for a single-advisor independent RIA to include institutional clients alongside individual households and to focus principally on discretionary portfolio management.
Client services
Portfolio management
Educational seminars or workshops
Expertise
Annuities
Life insurance needs analysis
Fee options
$0 - $2,000,000: 0.80% per year (charged as 0.20% per quarter) $2,000,000+: Negotiable
Insurance commissions received by IA Reps for sale of insurance products, separate from advisory fees.
Account minimum: $50,000 Fee-only: Management fee based on tiered percentage of AUM: 0.80% annually for first $2M, negotiable thereafter.
Main office location
Agave Wealth Advisors
4775 E Camp Lowell Dr
Tucson AZ 85712, United States
Number of offices
1
Most active in
Agave Wealth Advisors has reported serving >5 clients in these states in the last 12 months.
Arizona
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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