AGAVE WEALTH ADVISORS

AGAVE WEALTH ADVISORS of TUCSON, AZ is an SEC-registered investment adviser (CRD 299139). Regulatory assets under management: $33.0M.

Registration

• CRD: 299139
• Type: Registered investment adviser
• Location: 4775 E CAMP LOWELL DR, TUCSON, AZ, 85712
• Phone: 520-226-0082
• Latest filing: 2026-03-31
• Regulatory AUM: $33.0M
• Discretionary AUM: $33.0M
• Clients: 1
• Accounts: 250

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 299139 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search