Agave Wealth Advisors

Agave Wealth Advisors (CRD# 299139) is a financial advisory firm headquartered in Tucson, AZ. They manage $27,000,000 in 233 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4775 E Camp Lowell Dr, Tucson, AZ 85712
http://www.agavewealth.com
By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    233
    ACCOUNTS
  • Average Account Value
    $115,880
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ

Financial Advisors at Agave Wealth Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Nathan Frederico, financial advisor Tucson AZ
Nathan R. Frederico
CRD#: 5616807
4775 E Camp Lowell Dr, Tucson, AZ 85712

Nathan Frederico (CRD# 5616807) is an Investment Advisor Representative working at Agave Wealth Advisors in Tucson, AZ and has over 15 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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