AWH Financial, LLC
Firm details
- Headquarters
- Bala Cynwyd, Pennsylvania
- CRD number
- 285183
- Registered since
- November 14, 2023
- Fee structure
- Other
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
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
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Bala Cynwyd, PA
Montgomery
Location
Bala Cynwyd, PA
Headquartered in Bala Cynwyd, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Montgomery
- Address
- 1 Belmont Ave
- Time zone
- ET (UTC-5)
- Office locations
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