Avow Wealth Advisors, LLC
Firm details
- Headquarters
- Opelika, Alabama
- CRD number
- 340563
- Fee structure
- Percentage of AUM, Other
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
Avow Wealth Advisors, LLC is a privately held limited liability company that positions itself as a capital allocator and adviser that primarily sources and selects outside money managers rather than running a large roster of in-house portfolio strategies. The firm combines advisory work with accounting-related business activities, suggesting an operating model that blends financial planning, tax or accounting support, and delegated investment selection. Fee arrangements include a percentage-of-AUM component and unspecified additional fee lines. Regulatory and public-record details are sparse: a year of SEC registration is not listed in the available data, the firm is not flagged as a multi-state adviser, and it is identified as an established (not newly formed) entity. Avow does not identify as an active ESG investor and is not listed as providing pension consulting services.
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2James Himmelwright
Managing PrincipalCRD 8217589
John Boles
Investment Advisor RepresentativeCRD 7580407
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Opelika, AL
Lee
Location
Opelika, AL
Headquartered in Opelika, AL, anchoring the Columbus-Auburn-Opelika, GA-AL metro in the South.
- Metro area
- Columbus-Auburn-Opelika, GA-AL
- Region
- South
- County
- Lee
- Address
- 2002 Yarbrough Dr
- Time zone
- CT (UTC-6)
- Office locations
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