RIA Intel›Advisers›Texas›AWM FINANCIAL SERVICES INC.

AWM FINANCIAL SERVICES INC.

Advisory

N·THE WOODLANDS, TX

Data as of Mar 20, 2026 · Source: SEC Form ADV

Total AUM
$321M
1-Year AUM Growth
+14.9%
3-Year CAGR
+17.7%
Employees
7
Assets Under Management
Total AUM$321M
Discretionary AUM$321M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients1,345
Team
Total Employees7
Investment Advisers19
Employee Growth (1Y)—
Filing History
Total Filings on Record20
First FilingMar 25, 2021
Latest FilingMar 20, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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