AWH FINANCIAL, LLC

Overview

AWH Financial, LLC is an SEC-registered limited liability company that provides advisory services to individuals and families. The firm is set up as an individual-owned adviser and is classified as a capital allocator: it primarily selects and places client capital with third-party managers rather than running large in-house active strategies. Its advisory mandate centers on selection of other advisers, which suggests the firm structures portfolios by sourcing external managers and building client exposures through those relationships. The adviser registered with the SEC in 2023 and operates across multiple states. Its public profile indicates it does not position itself as an active ESG investor. Industry affiliations include relationships with another investment adviser and a law firm, which may support its due-diligence, compliance or manager-selection activities. Fee arrangements are listed as “other,” indicating the firm uses non-standard fee structures rather than a simple percentage assets-under-management model.

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Location & Offices