Abw, LLC

Overview

Abw, LLC is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as some institutional relationships, and charges clients via a mix of percentage-of-AUM and fixed fees. Listed advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting services. Abw does not characterize itself as an active ESG investor. Custody and back-office activity appears concentrated with a single major custodian, which aligns with the firm’s small, tightly managed asset base and reliance on discretionary portfolio management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices