|
⚲
|
| Keyboard |
| AWM Financial Services Inc
✚
|
|
|---|---|
| CRD # | 144351 |
| SEC # | 801-120940 |
| CIK # | |
| AUM | 320.6 M (2026-03-20) |
| Employees | 19 (37% Investors, 0% Brokers) |
| Phone | 281-444-7555 |
| Address | 9595 Six Pines Drive The Woodlands, TX 77380 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 158 | 239.7 |
| (b) Individuals (high net worth individuals) | 42 | 74.1 |
| (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 | 4 | 3.5 |
| (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 | 5 | 3.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,700 | 320.6 |
| By Discretionary | ||
| Discretionary | 2,700 | 320.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,700 | 320.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 320.6 | |
| Total | 2,700 | 320.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Patron Partners LLC
✚
|
TX | 325.7 M |
|
Envision Financial Transparency LLC
✚
|
322.3 M | |
|
Stewardship Advisory Group LLC
✚
|
FL | 321.9 M |
|
Robasciotti & Associates Inc
✚
|
320.4 M | |
|
Wealthview Capital LLC
✚
|
MS | 319.5 M |
|
Investments & Financial Planning LLC
✚
|
KY | 318.7 M |
|
Navigate 401K LLC
✚
|
AL | 317.9 M |
|
May Barnhard Investments LLC
✚
|
MD | 316.9 M |
|
Peirce Park Group Inc
✚
|
PA | 315.7 M |
|
Accelerate Investment Advisors LLC
✚
|
CA | 315.4 M |