Awm Capital, LLC

Registered investment advisor · Phoenix, Arizona · CRD #287980

Assets Under Management

$1.5B

Client Accounts

2,885

Employees

CRD Number

287980

Registration

SEC Registered

Custodian

Charles Schwab & Co., Inc.

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Awm Capital, LLC

AWM Capital LLC is a wealth management firm based in Phoenix, Arizona, offering portfolio management, financial planning, and investment advisory services to individuals and institutional clients. The firm aims to help clients build and sustain a legacy of wealth for generations through its 100-year family operating system.

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Not reported

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for Awm Capital, LLC

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Frequently Asked Questions

What is Awm Capital, LLC's AUM?

Awm Capital, LLC reports approximately $1.5B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Awm Capital, LLC headquartered?

Awm Capital, LLC is headquartered in Phoenix, Arizona.

What is Awm Capital, LLC's CRD number?

Awm Capital, LLC's CRD number is 287980. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.