AWR INVESTMENT MANAGEMENT, LLC

Overview

AWR Investment Management, LLC is an independent RIA organized as an LLC and registered with the SEC in 2024. The firm focuses on discretionary portfolio management and financial planning for individuals and small businesses, and it offers selection of other advisers as part of its advisory menu. It operates as a capital allocator, meaning it sources and implements third‑party manager solutions alongside in‑house portfolio construction. Fee arrangements combine a percentage of assets under management with the option for fixed fees. The firm is not positioned as an active ESG investor and does not list pension consulting or multi‑state adviser services among its primary activities. Investment activity skews toward liquid, publicly available pooled funds as the core building blocks of client portfolios, with discretionary mandates that can incorporate outside manager strategies when appropriate. Client relationships are concentrated and customized, reflecting an advisor model oriented to high‑net‑worth individuals and families.

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Location & Offices