Abw, LLC

Overview

Abw, LLC is a small, independent registered investment adviser that focuses on fee-based financial planning and discretionary portfolio management for individuals, families and small institutions. The firm combines percentage-of-AUM and fixed-fee billing and provides pension consulting alongside its core planning and portfolio services. Investment activity centers on publicly traded equities—both individual stocks and exchange-traded products—supplemented by mutual funds and allocations to third-party real estate vehicles. The firm reports a clear tilt toward equity exposure as its primary portfolio building block rather than a broad multi-asset or ESG-driven mandate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices