Agave Wealth Advisors

Agave Wealth Advisors is a registered investment advisor (RIA) that operates as a multi-family office. It serves multiple unrelated families by pooling their capital for investment opportunities, rather than managing a single family fortune. This structure allows clients to gain access to institutional-quality services without the cost of a dedicated single-family office (public record).

The firm follows a diversified approach across equities, fixed income, and alternative investments, including private equity and real assets. As an RIA, it allocates client capital through separate accounts and co-investments, tailored to each family's risk profile. No specific sector focus or exclusion is publicly documented.

Agave Wealth Advisors acts as a portfolio manager and advisor, selecting investments from manager-led funds as well as direct co-investment opportunities. The firm emphasizes a fiduciary model where it tailors selections to client objectives, though its exact direct-deal track record is not publicly available.

The firm's founding principal or principals are not named in public sources, which is consistent with many boutique multi-family offices that prioritize client confidentiality. The advisory's leadership team is not publicly listed on its official communications as of available records.

The firm is headquartered in the United States, but its specific city and street address are not disclosed in public sources. Many family-office RIAs operate from low-visibility locations to maintain privacy for their clients.