Avow Wealth Advisors, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
Opelika, Alabama
CRD number
340563
Fee structure
Percentage of AUM, Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

2 of 2
  • James Himmelwright

    Managing PrincipalCRD 8217589

  • John Boles

    Investment Advisor RepresentativeCRD 7580407

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth