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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Oak
- Established Date
- 01-24-2008
- Office Locations
- 1
Office Locations
About AWM Financial Services Inc.
Allied Wealth (AWM Financial Services Inc.) is a The Woodlands, TX-based advisory firm focused on helping clients plan for retirement. It delivers holistic planning across sustainable income strategy, tax planning, risk management, wealth preservation, and legacy planning, aligning investment strategies to each client’s goals and comfort level. Client assets are custodied at Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Daniel Ryan Wheless
Chief Compliance Officer, Chief Executive Officer, FOUNDER, Managing Member
- CRD
- #5358097
- Ownership
- 75% or more
Matthew Ian Stevenson
President
- CRD
- #6639503
- Ownership
- Less than 5%
Insight timber
Capital legacy wave
- CRD
- #76077
- Ownership
- 22.1%
Showing 2 of 3 owners & executives
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JAGGER MICHAEL BARRETT
--
- CRD
- #7859514
Ashton Colby Edwards
--
- CRD
- #7914913
Oak frontier
Unison value
- CRD
- #93869
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $320,578,704 | $118,733 |
| Non-Discretionary | $0 | -- |
| Total | $320,578,704 | $118,733 |
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Separately Managed Accounts
Total SMA Asset: $320,578,704
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,733,890,955 | 33.3% |
| Equity - Exchange | $2,159,199,163 | 26.3% |
| Equity - OTC | $3,316,792,630 | 40.4% |
| Total | $8,209,882,748 | 100.0% |