AWM CAPITAL, LLC

1 N. 1st Street
Suite 700
Phoenix, Arizona 85004
Tel: (323) 940-1339

About AWM CAPITAL, LLC

AWM CAPITAL, LLC, formally registered with the SEC as AWM CAPITAL, LLC. The firm was established in 12/03/2018. They have over 6 offices throughout the country.

AWM CAPITAL, LLC is a Phoenix, Arizona based Financial Planning firm with nearly $860,648,664 assets under management, offering retirement planning & investment advisory services to 2463 clients. The firm is staffed with 30 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	287980
SEC#	801-114373
Assets Managed by Firm	$860,648,664
No. of Clients	2463
No. of Advisors	30

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	2463	$860,648,664
Individuals (other than high net worth individuals)	224	$142,146,229
High net worth individuals	165	$709,853,580
Pension and profit sharing plans	Fewer than 5 clients	$5,744,376
Charitable organizations	Fewer than 5 clients	$676,522
Other investment advisers	Fewer than 5 clients	$1,152,432
Corporations or other businesses	Fewer than 5 clients	$1,075,525

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