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VAWTER FINANCIAL LTD
CRD 108830 · SEC 801-112975
1161 BETHEL ROAD, SUITE 304, COLUMBUS, OH, 43220, United States
Phone
614-451-1002
Fax
614-538-2812
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$394.4M
Discretionary AUM
$394.4M
Team
5 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 144 | $45.7M |
| High net worth individuals | 103 | $348.6M |
States served
CA, CO, MI, NC, OH, UT, TX, FL
All web addresses on file
Official SEC filing: View on IAPD