Asset Growth Associates Wealth Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$14,229,378
Clients
122
0% high-net-worth
Advisors
1
of 2 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
122
Very HighAverage account size
$116,634
About
Asset Growth Associates Wealth Advisors provides ongoing portfolio management primarily to individual clients and lists high‑net‑worth individuals among its client types. The firm documents client goals, tax considerations and risk tolerance in an Investment Policy Statement, and advises across mutual funds, fixed income, equities, ETFs, real estate funds and insurance products while occasionally directing clients to third‑party advisers.
The firm combines multiple methods of analysis — fundamental, technical, cyclical and quantitative — and applies modern portfolio theory to construct portfolios, employing long‑term and short‑term trading as well as options strategies (including covered and uncovered positions). AGAWA generally seeks discretionary trading authority, conducts quarterly account reviews, and discloses the material risks associated with options and short‑term trading.
Noteworthy attributes relative to peers include an affiliated insurance activity: a licensed insurance agent associated with the firm sells commissionable insurance products and annuities, which the firm discloses as a potential conflict of interest. The firm also requires clients to use specified custodians (Trade‑PMR or Charles Schwab), participates in fee‑sharing arrangements with a named third‑party manager (PVG), and does not aggregate block trades, practices that can influence execution and fee arrangements.
Client services
Portfolio management
Selection of other advisers
Expertise
Options & derivatives strategies
Fee options
$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%
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
Asset Growth Associates Wealth Advisors has reported serving >5 clients in these states in the last 12 months.
Louisiana · Texas
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.
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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
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