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AWM Capital, LLC

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Total assets under management

$1,152,024,220

More info

Total clients

418

48% high-net worth

Total advisors

24

of 27 employees

Firm size

Multi Team

Average clients per advisor

17

Average account size

$2,756,039

Client services

Financial planning Portfolio management

Fee options

Fixed

Flat fees for consulting services, negotiated case-by-case

Percentage

Up to 2.00% annually (tiered schedule, exact tiers not specified)

Project-based

Hourly consulting fees negotiated case-by-case

Performance-based

Carried Interest (performance-based) fees charged by private funds managed by AWM Ventures starting in 2024; no performance fees for asset management

Other

Account minimum: $5,000,000 (for separately managed accounts, with discretion to waive) Minimum fee: Minimum annual fee of $20,000 Fee-only: Financial planning/consulting fees offered on flat or hourly fee basis, negotiated case-by-case

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

AWM Capital, LLC

1 N. 1 St Street, Suite 525

Phoenix AZ 85004, United States

Number of offices

6

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Instagram Website (323) 940-1339

Advisors at this firm

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Braden G

Series 65

Pasadena, CA

AWM Capital, LLC
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Nathan C

Series 65

Pasadena, CA

AWM Capital, LLC
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Sean R

Series 65

Pasadena, CA

AWM Capital, LLC
user avatar

Francisco S

CFP®, Series 66

Pasadena, CA

AWM Capital, LLC
user avatar

Sophia B

Series 65

Pasadena, CA

AWM Capital, LLC
user avatar

Brandon A

CFP®, Series 66

Los Angeles, CA

AWM Capital, LLC
user avatar

Justin D

CFP®, CFA®, Series 66

Los Angeles, CA

AWM Capital, LLC
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Clayton K

Series 65

Los Angeles, CA

AWM Capital, LLC
user avatar

Mena H

CFA®, Series 65

Los Angeles, CA

AWM Capital, LLC
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Jillian M

Series 65

Pasadena, CA

AWM Capital, LLC
user avatar

Erik A

CFP®, Series 66

Phoenix, AZ

AWM Capital, LLC
user avatar

Charles T

CFP®

Atlanta, GA

AWM Capital, LLC
user avatar

Joshua M

CFP®, Series 65

Phoenix, AZ

AWM Capital, LLC
user avatar

Jeffrey L

CFP®, Series 65

Phoenix, AZ

AWM Capital, LLC
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Robert M

PFS™

Phoenix, AZ

AWM Capital, LLC
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