AGAVE WEALTH ADVISORS

Overview

Agave Wealth Advisors is a small, owner-operated advisory firm organized as an LLC that focuses on fee-based portfolio management for individuals, families and small businesses. The firm charges a mix of percentage-of-AUM and fixed fees and runs discretionary portfolios across client accounts. Its advisory services include portfolio management for both private individuals and small businesses, occasional work for business or institutional clients, and educational seminars or workshops. Investment activity is heavily tilted toward publicly traded equities. Filings show a clear equity preference with exchange-traded equities serving as the firm’s primary vehicle for client exposure. The firm does not identify itself as a capital allocator and does not list pension consulting, multi-state advisory registration, or ESG investing as primary practices. An insurance company affiliation indicates the firm integrates insurance-linked products into planning and product choices where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices