Data / Investment advisers / Arizona / Asset Growth Solutions, LLC
Asset Growth Solutions, LLC, Scottsdale, AZ: $703 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Asset Growth Solutions, LLC is an SEC registered investment adviser with its main office in Scottsdale, Arizona and reports $703 million in regulatory assets under management in its Form ADV filed July 14, 2026. Its clients include banks and thrifts. It is paid through a percentage of assets under management.
The request: Watch Asset Growth Solutions, LLC (CRD number 342319): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 342319
- SEC file number
- 801-136621
- SEC status
- Approved, effective July 15, 2026
- Main office
- 8601 N Scottsdale Road, Suite 310, Scottsdale, AZ 85253
- Phone
- (480) 660-9770
- Website
- assetgrowthsolutions.net
- Regulatory AUM
- $702,717,385 in the Form ADV filed July 14, 2026
- Non discretionary AUM
- $702,717,385
- Accounts
- 4
- Employees
- 5, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 14, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Banking or thrift institutions | 4 | $702.7 million |
Other advisers in Scottsdale
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Balboa Wealth Partners, Inc. | Scottsdale | $1.07 billion | Not listed | adviserinfo.sec.gov |
| Estancia Capital Management, LLC | Scottsdale | $908 million | 5 | adviserinfo.sec.gov |
| Standpoint Asset Management, LLC | Scottsdale | $771.1 million | Not listed | adviserinfo.sec.gov |
| Sensible Money, LLC | Scottsdale | $742.5 million | Not listed | adviserinfo.sec.gov |
| Able Financial Group, LLC | Scottsdale | $732.9 million | Not listed | adviserinfo.sec.gov |
| Mulholland Wealth Advisors, LLC | Scottsdale | $611.7 million | Not listed | adviserinfo.sec.gov |
| Pinnacle Peak Private Client Group, LLC | Scottsdale | $481.1 million | Not listed | adviserinfo.sec.gov |
| Juncture Wealth Strategies, LLC | Scottsdale | $473.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Scottsdale, AZ
- Investment advisers in Arizona
- Advisers with $500 million to $1 billion in AUM
- Advisers serving banks and thrifts
- Asset Growth Solutions, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.