RIA Intel›Advisers›Arizona›AGAVE WEALTH ADVISORS

AGAVE WEALTH ADVISORS

Advisory

TUCSON, AZ

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account

$132K

across 250 accounts

AUM per adviser

$33M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$33M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$33M

Discretionary AUM$33M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients140

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

140 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in AZ

Closest by assets under management. All figures from Form ADV.

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THE PLANNING ASSOCIATES, INC.

$32M

JANUS FINANCIAL LLC

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