A
$33.0M Total AUM
$33.0M Disc. AUM
-- 3Y CAGR
1 Employees
140 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-23-2018
- Office Locations
- 1
Office Locations
4775 E Camp Lowell DR Tucson AZ
About Agave Wealth Advisors
Agave Wealth Advisors is a Tucson, AZ registered investment adviser serving retail clients with financial planning and portfolio construction, including estate planning and insurance/risk management guidance. The firm’s managed account assets are invested primarily through ETFs, and it reports custody at Charles Schwab & Co.; its website is currently listed as coming soon.
Team overview
37 AVG AGE
$33.0M AVG AUM / ADVISOR
$235.7K AVG AUM / CLIENT
7.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
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Investment Themes
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Investment Vehicles
Available
Services
Available
Owner & Executives
NATHAN RUSSELL FREDERICO
Managing Member, President
- CRD
- #5616807
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $33,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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