# AWR Investment Management

AWR Investment Management is a Bank / Wealth / Trust based in San Rafael, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** San Rafael, United States
- **Region:** North America
- **Address:** San Rafael, CA, United States
- **Founded:** 1999
- **Assets under management:** Undisclosed
- **Website:** www.awrinvestmentmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/awr-investment-management

## Regulatory record

- **CRD number:** 118538
- **SEC file number:** 801-130506
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/118538

## About

AWR Investment Management was established in 1999 as a US-based wealth manager. It provides financial planning to individuals and high-net-worth individuals. The firm offers standard wealth services with no public detail on asset classes, portfolio companies, or geographic deployment beyond its California headquarters. No co-investments, fund commitments, or named holdings appear in available records. Team size, additional offices, and adjacent vehicles remain undisclosed. No operational events from the last 24 months are verifiable. Governance ties to any parent bank or trust structure are not specified in public sources.

## Questions

### Who runs investment decisions at AWR Investment Management?

No named principals or CIO appear in public records.

### Does AWR Investment Management participate in fund commitments or only direct deals?

No information on fund commitments or direct deals is available.

### What investment stages does AWR Investment Management typically target?

No stage focus or strategy details are disclosed.

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- [AWM Global Advisors](https://altss.com/profile/awm-global-advisors)
- [aws Fondsmanagement](https://altss.com/profile/aws-fondsmanagement)

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

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