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| Happy Holidays!! thanks for using AUM13F!! |
| AWM Financial Services Inc
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| CRD # | 144351 |
| SEC # | 801-120940 |
| CIK # | |
| AUM | $233.7 M (2025-06-13) |
| Employees | 15 (40% Investors, 0% Brokers) |
| Phone | 281-444-7555 |
| Address | 9595 Six Pines Drive The Woodlands, TX 77380 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,315 | 182.0 |
| (b) Individuals (high net worth individuals) | 29 | 49.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 2.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,345 | 233.7 |
| By Discretionary | ||
| Discretionary | 1,345 | 233.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,345 | 233.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.7 | |
| United States Persons | 232.0 | |
| Total | 1,345 | 233.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
True Vision MN LLC
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|
MN | 0.2 |
|
Prospect Hill Management LLC
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|
0.2 | |
|
Sundvold Capital Management LLC
✚
|
MO | 0.2 |
|
LotusGroup Advisors LLC
✚
|
CO | 0.2 |
|
Prota Financial LLC
✚
|
TX | 0.2 |
|
Axiom Investment Management LLC
✚
|
NY | 0.2 |
|
Charleston Financial Advisors LLC
✚
|
SC | 0.2 |
|
Bullock Wealth Management Group Inc
✚
|
IN | 0.2 |
|
CW O'Conner Wealth Advisors Inc
✚
|
GA | 0.2 |
|
Capstone Wealth Management Group LLC
✚
|
OR | 0.2 |