Asset Growth Solutions, LLC

RIASEC RegisteredEst. 2026
Total AUM
$703M
Discretionary
$0
0% of AUM
Avg account
$176M
Accounts
4
Employees
5
Advisory reps
2

Firm details

Headquarters
Scottsdale, Arizona
CRD number
342319
Registered since
July 15, 2026
Fee structure
Percentage of AUM
Client types
  • Banking / Thrift Institutions100%
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Asset Growth Solutions, LLC is an SEC-registered limited liability company that identifies its client base as institutional and provides portfolio management for businesses and institutions. The firm reports an owner of individual type and charges fees on a percentage-of-assets-under-management basis. Its disclosed business activity includes acting as an "other financial product salesperson," and it indicates it is not a capital allocator, not an active ESG investor, and not a multi-state adviser. SEC registration is listed for 2026. The firm describes itself as focused on institutional, non-discretionary mandates rather than retail or discretionary wealth management. It does not report involvement as a pension consultant or as a related adviser to another registered entity.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

1 of 1
  • Robert Wilson

    Chief Executive OfficerCRD 3173338

Contacts

1 of 1
  • David Wood

    David Wood

    Senior Vice PresidentCRD 6493509

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Scottsdale, AZ

Maricopa

Location

Scottsdale, AZ

Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
Maricopa
Address
8601 N Scottsdale Rd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth