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 organized as a limited liability company and is classified as an institutional registered investment adviser. The firm is identified as a capital allocator and lists its advisory role as the selection of other advisers, indicating a manager-of-managers or third‑party manager selection model rather than a primarily in‑house asset management approach. Its stated business activity is accounting, which suggests the firm may have roots or continuing ties to accounting services alongside advisory work. Fee arrangements include a percentage-of-AUM component and unspecified other fee structures. Avow is not flagged as an active ESG investor, is not a multi‑state adviser, and is not designated as a pension consultant. The year of SEC registration is not provided in the available data.

Assets & Accounts

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

FINTRX

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

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth