Asset Growth Associates Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$14,229,378
Total clients
122
0% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
61
Average account size
$116,634
About
Asset Growth Associates Wealth Advisors provides discretionary portfolio management and financial planning primarily for individual clients, including some higher‑net‑worth households, across a relatively small client base. The firm documents client objectives and risk tolerance in an Investment Policy Statement and charges asset‑based advisory fees.
AGAWA applies a mix of fundamental, technical, cyclical and quantitative analysis and uses long‑ and short‑term trading as well as options strategies alongside traditional investments such as mutual funds, ETFs, fixed income, real estate funds and annuities. The firm generally seeks discretionary trading authority, conducts quarterly account reviews, and may direct clients to third‑party managers under negotiated fee‑sharing arrangements.
What distinguishes the firm from many peers is that one or more principals maintain insurance‑industry roles and sell commissionable insurance and annuity products to clients, a relationship the brochure discloses as a potential conflict of interest and documents in client files. The brochure also notes outside business activities by a managing principal (estate‑planning referrals and a management company role, with a modest portion of time and compensation tied to those activities), and the firm’s practice of requiring specified custodians and not aggregating trades across client accounts.
Client services
Expertise
Fee options
Fixed fees for financial planning ranging from $350 to $5,500, charged 100% in advance.
$250,000 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.25% $2,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Commissions accepted from sale of fixed and indexed insurance products by certain representatives; commissions are not primary source of income and fees are reduced to offset commissions.
Account minimum: $250,000
Main office location
Asset Growth Associates Wealth Advisors
1391 Calder Avenue
Beaumont TX 77701, United States
Number of offices
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
Quick links
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