Daniel Ryan Wheless
Investment Adviser Representative at AWM Financial Services Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Daniel Ryan Wheless is an investment adviser representative with AWM Financial Services Inc. in The Woodlands, TX, where they have been registered since 2026. They have worked in the securities industry since 2008 and have been registered with 5 firms, including Portfolio Dynamix and Formula Folio Investments. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Texas.
Office
Advisors at this office: 9
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- AWM Financial Services Inc.Jan 2000 – no end date reportedHouston, TX
- AWM Insurance Services Inc.Jun 2014 – no end date reportedHouston, TX
- Allied Wealth Consulting Services, LLC DBA Allied WealthNov 2013 – no end date reportedHouston, TX
- FormulaFolio Investments, LLCJan 2016 – Apr 2017Grand Rapids, MI
- Retirement Wealth Advisors, Inc.Jan 2016 – Apr 2017Grand Rapids, MI
- Portfolio DynamixNov 2019 – no end date reportedThe Woodlands, TX
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About AWM Financial Services Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Other
- Firm account minimum
- $500,000 (waivable)
- Estimated blended rate
- 0.02
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 9
- Offices listed on AdvisorFinder:
- 1
- Main office:
- The Woodlands, TX
- SEC file number:
- 801-120940
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 20, 2026
View full firm profileOther advisors at AWM Financial Services Inc.
8 other advisors in the directory
Similar advisors in The Woodlands, TX
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Daniel Ryan Wheless has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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