Awm Financial Services Inc.

CRD 144351 · The Woodlands, TX · $320.6M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 144351
SEC number: 801-120940
Firm type: RIA
Assets under management: $320.6M as of Mar 20, 2026
Website: www.youtube.com/USER/ALLIEDWEALTHTV ↗
Phone: 281-444-7555
Address: 9595 Six Pines Drive, The Woodlands, TX, 77380

Advisors at this firm

8 in our index · page 1 of 1

Jagger Michael BarrettCRD 7859514 · The Woodlands, TX

IA Registered
Ashton Colby EdwardsCRD 7914913 · The Woodlands, TX

IA Registered
Andrew Nicholas KingCRD 7901592 · The Woodlands, TX

IA RegisteredRegistration inactive
Colton John MillerCRD 7589973 · The Woodlands, TX

IA RegisteredRegistration inactive
Justin W NapoleonCRD 7288808 · The Woodlands, TX

IA Registered
Matthew Ian StevensonCRD 6639503 · The Woodlands, TX

IA Registered
Daniel Ryan WhelessCRD 5358097 · The Woodlands, TX

IA Registered
Matthew Austin WilliamsCRD 7976340 · The Woodlands, TX

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.