Asset Growth Solutions, LLC: new SEC registration, $703M AUM, Scottsdale, AZ
Asset Growth Solutions, LLC (Scottsdale, Arizona): new SEC registration, $703M AUM, Scottsdale, AZ. Its amount of 703 is top-decile (92nd percentile of 1,149 records). Dated 112 days ago, it serves as a historical benchmark. Score 55/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 703 · 92th percentile of 1,149 NewRiaPulse records · 5.2x the median
Free preview: all 11 published fields of this record are shown below. Locked: 25 related AZ NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Asset Growth Solutions, LLC |
| Legal name | Asset Growth Solutions, LLC |
| CRD | 342319 |
| Status | Approved |
| Registered with the SEC | 2026-07-15 |
| Latest Form ADV filing | 2026-07-14 |
| Location | Scottsdale, AZ, United States |
| Regulatory AUM | $702,717,385 |
| Accounts | 4 |
| Employees | 5 |
| Website | http://www.assetgrowthsolutions.net/ |
| amount percentile | 92th of 1,149 (median 134, 5.2x median) |
| Peer records CSV (26 AZ records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-07-15
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Asset Growth Solutions, LLC and 26 Arizona peers
- Arizona NewRiaPulse records like this one: 26
- Asset Growth Solutions, LLC's amount: 92nd percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Arizona peer: $5,200 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
55 / 100 Score
- $703M under management.
- Website on file.
What is the NewRiaPulse record for Asset Growth Solutions, LLC in Scottsdale, Arizona?
Asset Growth Solutions, LLC received SEC registration as an investment adviser (2026-07-15) with $702,717,385 in regulatory assets under management, based in Scottsdale, AZ.
How does Asset Growth Solutions, LLC compare to other Arizona NewRiaPulse records?
This is a top-decile record: its amount of 703 is 5.2x the median of 134 across 1,149 records. It is 112 days old; check the official source for later updates before acting.
Asset Growth Solutions, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Asset Growth Solutions, LLC | Scottsdale, AZ | 703 | 92nd | 2026-07-15 |
| Sageone Investment Managers LLP | Pune | 691 | 91st | 2026-09-21 |
| Coefficient Capital | New York, NY | 735 | 92nd | 2026-10-01 |
| Whiterock Wealth Design, LLC | Fayetteville, AR | 633 | 91st | 2026-06-04 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.