# AWM Financial Services

AWM Financial Services is a RIA based in The Woodlands, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** The Woodlands, United States
- **Region:** North America
- **Address:** The Woodlands, United States
- **Founded:** 2007
- **Assets under management:** Undisclosed
- **Website:** alliedwealth.com
- **LinkedIn:** linkedin.com/company/awm-financial-services-llc

## Regulatory record

- **CRD number:** 144351
- **SEC file number:** 801-120940
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-20T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/144351

## About

AWM Financial Services was established in 2007 as a Texas-based wealth manager. It offers advisory services to a range of clients including individuals, trusts, estates, charitable organizations, corporations, and business entities. The firm provides portfolio management alongside financial planning, estate planning, and retirement planning. No specific asset-class allocations, named portfolio holdings, or geographic deployment details appear in available records. No information on team size, additional offices, or recent operational events from the last 24 months is available. No adjacent vehicles or philanthropic structures are disclosed.

## Sectors

- Wealth Management

## Questions

### Who runs investment decisions at AWM Financial Services?

No named principals or investment decision-makers are disclosed in available sources.

### What services does AWM Financial Services provide?

The firm provides portfolio management, financial planning, estate planning, and retirement planning to individuals, trusts, estates, charitable organizations, corporations, and business entities.

## Related profiles

- [AW Holding INTL](https://altss.com/profile/aw-holding-intl)
- [AWM Global Advisors](https://altss.com/profile/awm-global-advisors)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/awm-financial-services

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