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Awm Financial Services Inc.

● SEC registered since 2021CRD 144351SEC# 801-120940The Woodlands, TX
Export (members)
Reg. AUM
$233.7M
Employees
15
Accounts
1,345
Location
The Woodlands, TX

Awm Financial Services Inc. assets under management

Awm Financial Services Inc. is a registered investment adviser overseen by the SEC based in The Woodlands, TX. The firm has been registered since 2021. It reports $233.7 million in regulatory assets under management and employs 15 people.
www.youtube.com/user/alliedwealthtvView on SEC.gov ↗

Awm Financial Services Inc. owners & executives

2 reported
NameTitleOwnershipSince
Daniel Ryan Wheless ControlFounder/Ceo/CcoOver 75%2008
Matthew Ian Stevenson ControlPresidentUnder 5%2016

Frequently asked questions

How much does Awm Financial Services Inc. manage?

Awm Financial Services Inc. reports $233.7 million in regulatory assets under management on its Form ADV.

How many employees does Awm Financial Services Inc. have?

Awm Financial Services Inc. reports 15 employees.

Where is Awm Financial Services Inc. located?

Awm Financial Services Inc. is based in The Woodlands, TX and has been SEC-registered since 2021.

Does Awm Financial Services Inc. disclose fund performance?

Awm Financial Services Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address9595 Six Pines Drive, Building 4 Suite 4230, The Woodlands, TX 77380
Phone281-444-7555
Fax832-201-9999
Office hoursBy Appointment Only
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$233.7M
Non-discretionary$0
Total (RAUM)$233.7M