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- Custodian
- Charles Schwab & Company · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-21-2015
- Office Locations
- 1
Office Locations
About Awareness Wealth Advisors, Inc.
Awareness Wealth Advisors, Inc. is an independent, boutique RIA providing holistic financial planning and portfolio guidance—retirement, education funding, estate and insurance analysis, cash-flow/liability planning, and investment asset allocation. Led by a CFP professional, the firm builds portfolios using ETFs and public funds, with a focus on aligning solutions across a client’s full financial picture.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The profile lists 1 reported office location and 10 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Awareness Wealth Advisors, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
HOWELL STEVEN POSNER
Chief Compliance Officer, President, PRINCIPAL
- CRD
- #2210948
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,751,077 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,751,077 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Awareness Wealth Advisors, Inc. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.