AWM FINANCIAL SERVICES INC.
CRD #144351 SEC #801-120940 THE WOODLANDS, TX 281-444-7555
SEC Registered
Total AUM
$233.7M
Discretionary
$233.7M
Employees
15
Clients
251
Accounts
1,345
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $233.7M | $233.7M | $0 | 15 | 0 |
| Mar 2025 | $233.7M | $233.7M | $0 | 15 | 0 |
| May 2024 | $198M | $198M | $0 | 13 | 0 |
| Mar 2024 | $198M | $198M | $0 | 12 | 0 |
| Feb 2024 | $172.3M | $172.3M | $0 | 12 | 0 |
| Dec 2023 | $172.3M | $172.3M | $0 | 11 | 0 |
| Dec 2023 | $172.3M | $172.3M | $0 | 11 | 0 |
| Oct 2023 | $172.3M | $172.3M | $0 | 11 | 0 |
| Oct 2023 | $172.3M | $172.3M | $0 | 12 | 0 |
| May 2023 | $172.3M | $172.3M | $0 | 11 | 0 |
| Feb 2023 | $172.3M | $172.3M | $0 | 12 | 0 |
| Jan 2023 | $180.4M | $180.4M | $0 | 12 | 0 |
| Jan 2023 | $180.4M | $180.4M | $0 | 11 | 0 |
| Feb 2022 | $180.4M | $180.4M | $0 | 11 | 0 |
| Jan 2022 | $180.4M | $180.4M | $0 | 11 | 0 |
| Dec 2021 | $121.1M | $121.1M | $0 | 11 | 0 |
| Oct 2021 | $121.1M | $121.1M | $0 | 11 | 0 |
| Jul 2021 | $121.1M | $121.1M | $0 | 11 | 0 |
| Jun 2021 | $121.1M | $121.1M | $0 | 11 | 0 |
| May 2021 | $121.1M | $121.1M | $0 | 11 | 0 |
| Apr 2021 | $121.1M | $121.1M | $0 | 13 | 0 |
| Mar 2021 | $121.1M | $121.1M | $0 | 13 | 0 |
DateJun 2025
Total AUM$233.7M
Discretionary$233.7M
Non-Disc.$0
Employees15
Clients0
DateMar 2025
Total AUM$233.7M
Discretionary$233.7M
Non-Disc.$0
Employees15
Clients0
DateMay 2024
Total AUM$198M
Discretionary$198M
Non-Disc.$0
Employees13
Clients0
DateMar 2024
Total AUM$198M
Discretionary$198M
Non-Disc.$0
Employees12
Clients0
DateFeb 2024
Total AUM$172.3M
Discretionary$172.3M
Non-Disc.$0
Employees12
Clients0
DateDec 2023
Total AUM$172.3M
Discretionary$172.3M
Non-Disc.$0
Employees11
Clients0
DateDec 2023
Total AUM$172.3M
Discretionary$172.3M
Non-Disc.$0
Employees11
Clients0
DateOct 2023
Total AUM$172.3M
Discretionary$172.3M
Non-Disc.$0
Employees11
Clients0
DateOct 2023
Total AUM$172.3M
Discretionary$172.3M
Non-Disc.$0
Employees12
Clients0
DateMay 2023
Total AUM$172.3M
Discretionary$172.3M
Non-Disc.$0
Employees11
Clients0
DateFeb 2023
Total AUM$172.3M
Discretionary$172.3M
Non-Disc.$0
Employees12
Clients0
DateJan 2023
Total AUM$180.4M
Discretionary$180.4M
Non-Disc.$0
Employees12
Clients0
DateJan 2023
Total AUM$180.4M
Discretionary$180.4M
Non-Disc.$0
Employees11
Clients0
DateFeb 2022
Total AUM$180.4M
Discretionary$180.4M
Non-Disc.$0
Employees11
Clients0
DateJan 2022
Total AUM$180.4M
Discretionary$180.4M
Non-Disc.$0
Employees11
Clients0
DateDec 2021
Total AUM$121.1M
Discretionary$121.1M
Non-Disc.$0
Employees11
Clients0
DateOct 2021
Total AUM$121.1M
Discretionary$121.1M
Non-Disc.$0
Employees11
Clients0
DateJul 2021
Total AUM$121.1M
Discretionary$121.1M
Non-Disc.$0
Employees11
Clients0
DateJun 2021
Total AUM$121.1M
Discretionary$121.1M
Non-Disc.$0
Employees11
Clients0
DateMay 2021
Total AUM$121.1M
Discretionary$121.1M
Non-Disc.$0
Employees11
Clients0
DateApr 2021
Total AUM$121.1M
Discretionary$121.1M
Non-Disc.$0
Employees13
Clients0
DateMar 2021
Total AUM$121.1M
Discretionary$121.1M
Non-Disc.$0
Employees13
Clients0