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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 13, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Stevenson, Matthew, Ian | I | PRESIDENT | NA | Control |
| Stevenson, Matthew, Ian | I | PRESIDENT | NA | Control |
| Stevenson, Matthew, Ian | I | PRESIDENT | NA | Control |
| Stevenson, Matthew, Ian | I | PRESIDENT | NA | Control |
| Stevenson, Matthew, Ian | I | PRESIDENT | NA | Control |
| Stevenson, Matthew, Ian | I | PRESIDENT | NA | Control |
| Stevenson, Matthew, Ian | I | PRESIDENT | NA | Control |
| Stevenson, Matthew, Ian | I | PRESIDENT | NA | Control |
| Stevenson, Matthew, Ian | I | PRESIDENT | NA | Control |
| Stevenson, Matthew, Ian | I | PRESIDENT | NA | Control |
| Stevenson, Matthew, Ian | I | PRESIDENT | NA | Control |
| Stevenson, Matthew, Ian | I | PRESIDENT | NA | Control |
| Stevenson, Matthew, Ian | I | PRESIDENT | NA | Control |
| Stevenson, Matthew, Ian | I | PRESIDENT | NA | Control |
| Stevenson, Matthew, Ian | I | PRESIDENT | NA | Control |
| Stevenson, Matthew, Ian | I | PRESIDENT | NA | Control |
| Stevenson, Matthew, Ian | I | PRESIDENT | NA | Control |
| Stevenson, Matthew, Ian | I | PRESIDENT | NA | Control |
| Stevenson, Matthew, Ian | I | PRESIDENT | NA | Control |
| Stevenson, Matthew, Ian | I | PRESIDENT | NA | Control |
| Stevenson, Matthew, Ian | I | PRESIDENT | NA | Control |
| Stevenson, Matthew, Ian | I | PRESIDENT | NA | Control |
| Wheless, Daniel, Ryan | I | FOUNDER/CEO/CCO | E | Control |
| Wheless, Daniel, Ryan | I | FOUNDER/CEO/CCO | E | Control |
| Wheless, Daniel, Ryan | I | FOUNDER/CEO/CCO | E | Control |
| Wheless, Daniel, Ryan | I | FOUNDER/CEO/CCO | E | Control |
| Wheless, Daniel, Ryan | I | FOUNDER/CEO/CCO | E | Control |
| Wheless, Daniel, Ryan | I | FOUNDER/CEO/CCO | E | Control |
| Wheless, Daniel, Ryan | I | FOUNDER/CEO/CCO | E | Control |
| Wheless, Daniel, Ryan | I | FOUNDER/CEO/CCO | E | Control |
| Wheless, Daniel, Ryan | I | FOUNDER/CEO/CCO | E | Control |
| Wheless, Daniel, Ryan | I | FOUNDER/CEO/CCO | E | Control |
| Wheless, Daniel, Ryan | I | FOUNDER/CEO/CCO | E | Control |
| Wheless, Daniel, Ryan | I | FOUNDER/CEO/CCO | E | Control |
| Wheless, Daniel, Ryan | I | FOUNDER/CEO/CCO | E | Control |
| Wheless, Daniel, Ryan | I | FOUNDER/CEO/CCO | E | Control |
| Wheless, Daniel, Ryan | I | FOUNDER/CEO/CCO | E | Control |
| Wheless, Daniel, Ryan | I | FOUNDER/CEO/CCO | E | Control |
| Wheless, Daniel, Ryan | I | FOUNDER/CEO/CCO | E | Control |
| Wheless, Daniel, Ryan | I | FOUNDER/CEO/CCO | E | Control |
| Wheless, Daniel, Ryan | I | FOUNDER/CEO/CCO | E | Control |
| Wheless, Daniel, Ryan | I | FOUNDER/CEO/CCO | E | Control |
| Wheless, Daniel, Ryan | I | FOUNDER/CEO/CCO | E | Control |
| Wheless, Daniel, Ryan | I | FOUNDER/CEO/CCO | E | Control |
Registrations
Federal
IA
Jun 13, 2025 REGISTERED
Notice Filings (9)
AR CA FL LA MS NM OK SC TX
Address
9595 SIX PINES DRIVEBUILDING 4 SUITE 4230
THE WOODLANDS, TX 77380
United States
Phone: 281-444-7555