National Retirement Planning Experts

National Coverage
Local Professionals

AWM CAPITAL, LLC

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

Need a Financial Advisor?
Compare Vetted Advisors

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 5 offices throughout the country.

AWM CAPITAL, LLC is a Phoenix, Arizona based Financial Planning firm with nearly $530,893,901 assets under management, offering retirement planning & investment advisory services to 1626 clients. The firm is staffed with 21 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#287980
SEC#801-114373
Assets Managed by Firm$530,893,901
No. of Clients1626
No. of Advisors21

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment

Firm Client Information

No. of ClientsAUM
Firm Total1626$530,893,901
Individuals (other than high net worth individuals)178$63,612,410
High net worth individuals154$466,472,888
Charitable organizations1$33,185
Other investment advisers3$525,832
Corporations or other businesses1$249,586

More Retirement Planning firms in Phoenix, Arizona:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
VOYA INVESTMENTS, LLC
7337 E. Doubletree Ranch Road, Suite 100
Scottsdale, AZ, 85258-2034
$53,243,468,89065135
GI PARTNERS
6720 N Scottsdale Road, Suite 350
Scottsdale, AZ, 85253
$31,053,928,63221150
DAVIS SELECTED ADVISERS LP
3600 E. Hemisphere Loop
Tucson, AZ, 85706-5041
$19,885,317,307148123
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
7333 East Doubletree Ranch Rd Suite 120
Scottsdale, AZ, 85258
$6,085,656,35150361567
BALBEC CAPITAL MANAGEMENT LP
7114 E Stetson Drive, Suite 250
Scottsdale, AZ, 85251
$5,606,257,8001996

Explore More Retirement Advisors in Phoenix, Arizona