# Agave Wealth Advisors

> Agave Wealth Advisors is a state-registered investment advisory firm in Tucson, AZ, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 299139
- Filed as: AGAVE WEALTH ADVISORS
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Tucson, AZ
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/299139
- AdvisorCensus page: https://advisorcensus.com/firm/agave-wealth-advisors-tucson-az-299139

## Quick answers

**How is Agave Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Agave Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Agave Wealth Advisors located?**
Agave Wealth Advisors' principal office is in Tucson, AZ, according to its Form ADV.

**Is Agave Wealth Advisors registered with the SEC or a state?**
Agave Wealth Advisors is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 299139.

**How much does Agave Wealth Advisors manage?**
Agave Wealth Advisors reports $33,000,000 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Agave Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (140).

**Does Agave Wealth Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/299139

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $33,000,000
- Discretionary: $33,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 140 | $33,000,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops

### Firm details
- Registered since: 2018 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- agavewealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Agave Wealth Advisors (CRD 299139): Form ADV filing data as of October 2026.