Awm Financial Services Inc.
Awm Financial Services Inc. is an SEC-registered wealth manager in The Woodlands, TX with $320.6M assets under management (AUM, regulatory AUM), +37% over one year. See who owns Awm Financial Services Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 144351, SEC 801-120940, data through 2026-03-20.
- AUM (assets under management / regulatory AUM)
- $320.6M (2026-03-20)
- Firm type
- Wealth Manager
- Location
- The Woodlands, TX
- Employees
- 19
- Clients
- 205
- CRD
- 144351
- Ownership
- Wheless, Daniel, Ryan; Stevenson, Matthew, Ian; Thortvedt, Ruth, Georgina
How much AUM does Awm Financial Services Inc. have?
Awm Financial Services Inc. reported $320.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-20).
Who owns Awm Financial Services Inc.?
Disclosed owners and executives of Awm Financial Services Inc. include Wheless, Daniel, Ryan, Stevenson, Matthew, Ian, Thortvedt, Ruth, Georgina. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.