Firm profile

Asset Growth Solutions, LLC

SCOTTSDALE, AZCRD 342319Registration Status: ApprovedEffective since July 15, 2026Latest ADV July 14, 2026

Asset Growth Solutions, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Scottsdale, AZ. Its latest Form ADV filing, dated July 14, 2026, reports $703M in regulatory assets under management, 5 employees, and 4 accounts.

Assets Under Management
$703M
Employees
5
Offices
--
Total Clients
<5
Primary office
SCOTTSDALE, AZ
8601 N SCOTTSDALE ROAD, SUITE 310, SCOTTSDALE, AZ, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEORobert L. Wilson
CCODavid D. Wood

Advisory services offered

1 types reported
Portfolio management for businesses

Fee models offered

1 types reported
Asset based fees
Sources checked Aug 22, 2026

Client Coverage Demographics

Top client segmentBanks represent 100.0% of total clients.
Top client categories% of clientsClients
1
Banks
100.0%
4

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$703Mas of July 14, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$703M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$703M
Total Accounts4
10Y AUM Change$0 (0.0%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees5
Clients per Employee1:1
10Y Employee Change0 (0.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.