AdFi
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AWM Financial Services Inc.

SEC Registered
The Woodlands, TX281-444-7555
Assets Under Management
$100M–$500M
Office Locations
1 office
Total Accounts
2700

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthOther Investment AdvisersCorporations

Leadership

Daniel Ryan Wheless
FOUNDER/CEO/CCO
Matthew Ian Stevenson
PRESIDENT

Office locations

1 office in 1 state
TX
The WoodlandsHQ

Advisors at this firm

9 advisors in the directory

Regulatory & compliance

CRD number
#144351
SEC Number
801-120940
Disciplinary History
No
Fees & Minimums
Fee arrangements the firm reports: AUM / Hourly / Other
Minimum: $500,000 (waivable)

Data as of March 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. AWM Financial Services Inc. 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 the SEC or FINRA websites before making any decision.

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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