Avow Wealth Advisors, LLC

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
3
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 in the database as an institutional registered investment adviser and a domestic capital allocator. The firm’s recorded business activity includes accounting, and its advisory role is focused on selecting other advisers rather than delivering a broad suite of in-house asset management products. The firm’s fee arrangements include a percentage-of-assets-under-management component plus other fee types. Avow does not identify as an active ESG investor, is not listed as a multi-state adviser, and does not present itself as a pension consultant or a related adviser to another registered entity.

Assets & Accounts

Investments & Alternatives

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth