A complete list of active advisors currently associated with Agave Wealth Advisors
Warmer can help you find a great advisor at Agave Wealth Advisors or one who fits your needs even better.
The firm provides investment management and financial planning to individuals and to institutional clients, including pensions, profit‑sharing plans, trusts, estates and business entities. It primarily manages discretionary portfolios and reported approximately $33 million in discretionary assets across roughly 140 client relationships. The firm uses a mix of fundamental, strategic (including Modern Portfolio Theory) and technical analysis to construct diversified portfolios that may include ETFs, mutual funds, individual equities, and fixed income, with daily monitoring and at least quarterly formal reviews. It generally recommends clients grant limited discretionary trading authority so it can implement portfolio adjustments in a timely manner and may employ active trading strategies when appropriate. The firm is affiliated with an insurance agency and discloses that its adviser representatives are licensed to sell life insurance and fixed annuities; the brochure notes such insurance commissions can be a significant part of an adviser’s business and are disclosed to clients when recommended, a material conflict of interest to be aware of. It is also notable for serving institutional accounts (ERISA and similar plans) and for operating an affiliated agency that provides estate‑planning marketing and clerical support to attorneys, features that differentiate it from many similarly sized independent advisers.
To learn more about the advisors currently working at Agave Wealth Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Tucson, AZ
| 14
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")