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AWM CAPITAL, LLC
CRD 287980 · SEC 801-114373
1 N. 1ST STREET, SUITE 525, PHOENIX, AZ, 85004, United States
Phone
(323) 940-1339
Fax
1-480-422-8575
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.49B
Discretionary AUM
$1.49B
Team
38 total employees; 28 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 219 | $75.2M |
| High net worth individuals | 236 | $1.29B |
| Pooled investment vehicles | 12 | $110.6M |
States served
AL, AZ, AR, CA, GA, IL, IN, LA, MA, NE, NV, NC, OH, SC, TN, MO, WA, TX, NH, FL
All web addresses on file
- HTTPS://TWITTER.COM/ATHLETEWEALTH
- HTTPS://TWITTER.COM/AWMCAPITAL
- https://www.linkedin.com/company/awmcapital
- HTTP://WWW.AWMCAP.COM
- HTTP://WWW.FACEBOOK.COM/ATHLETEWEALTH
- HTTP://WWW.FACEBOOK/AWM CAPITAL
- HTTPS://WWW.INSTAGRAM.COM/ATHLETEWEALTH/
- HTTPS://WWW.INSTAGRAM.COM/AWMCAPITAL/
- https://www.athletefamilyoffice.com/
Official SEC filing: View on IAPD