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AGAVE WEALTH ADVISORS
CRD 299139
4775 E CAMP LOWELL DR, TUCSON, AZ, 85712, United States
Phone
520-226-0082
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$33.0M
Discretionary AUM
$33.0M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 140 | $33.0M |
All web addresses on file
Official SEC filing: View on IAPD