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AWR INVESTMENT MANAGEMENT, LLC
CRD 118538 · SEC 801-130506
883 FOURTH STREET, SAN RAFAEL, CA, 94901, United States
Phone
(415) 457-9415
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$131.6M
Discretionary AUM
$131.6M
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 27 | $15.4M |
| High net worth individuals | 27 | $114.2M |
States served
CA, WI, NH
All web addresses on file
Official SEC filing: View on IAPD