AWH Financial, LLC

Overview

AWH Financial, LLC is a limited liability company that provides advisory services to individual and family clients. The firm is registered with the SEC (registered in 2023) and identifies itself as a capital allocator that primarily sources and selects third‑party advisers and managers rather than running a large in‑house investment platform. Ownership is listed as individual and the adviser operates across multiple states. The firm’s fee structure is categorized as “other,” and it does not identify as an active ESG investor. Industry affiliations in the available record include relationships with another investment adviser and a law firm.

Assets & Accounts

Investments & Alternatives

Location & Offices