Agave Wealth Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$33,000,000
Clients
140
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
140
Very HighAverage account size
$235,714
About
The firm provides investment management and financial planning to individuals and to institutional clients, including pensions, profit‑sharing plans, trusts, estates and business entities. It primarily manages discretionary portfolios and reported approximately $33 million in discretionary assets across roughly 140 client relationships.
The firm uses a mix of fundamental, strategic (including Modern Portfolio Theory) and technical analysis to construct diversified portfolios that may include ETFs, mutual funds, individual equities, and fixed income, with daily monitoring and at least quarterly formal reviews. It generally recommends clients grant limited discretionary trading authority so it can implement portfolio adjustments in a timely manner and may employ active trading strategies when appropriate.
The firm is affiliated with an insurance agency and discloses that its adviser representatives are licensed to sell life insurance and fixed annuities; the brochure notes such insurance commissions can be a significant part of an adviser’s business and are disclosed to clients when recommended, a material conflict of interest to be aware of. It is also notable for serving institutional accounts (ERISA and similar plans) and for operating an affiliated agency that provides estate‑planning marketing and clerical support to attorneys, features that differentiate it from many similarly sized independent advisers.
Client services
Portfolio management
Educational seminars or workshops
Expertise
Annuities
Life insurance needs analysis
Fee options
$0 - $2,000,000: 0.80% per year (0.20% per quarter) $2,000,000+: Negotiable
Insurance commissions earned by IA Reps for insurance products sold separately; advisory fees separate.
Account minimum: $50,000 Fee-only: Management fees based on tiered AUM schedule; no commissions from custodians; no other fee-only compensation mentioned explicitly.
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.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")