Awareness Wealth Advisors, Inc.

Overview

Awareness Wealth Advisors, Inc. is a small, fee-based advisory firm focused on financial planning and portfolio management for individuals and small businesses. The firm charges a percentage-of-AUM fee and manages client assets on a discretionary basis. Investment activity is centered on publicly traded equities, with a clear preference for exchange-traded instruments as the primary building blocks of client portfolios. The firm reports no active ESG investing program and does not identify as a multi-state adviser. Portfolios appear structured around liquid, market-traded securities held at a single custodian, with manager decisions emphasizing equity exposure rather than broad allocations to private-market alternatives or complex third-party alternative managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices