A complete list of active advisors currently associated with AWM Capital, LLC

Warmer can help you find a great advisor at AWM Capital, LLC or one who fits your needs even better.

AWM Capital, LLC advises high- and ultra-high-net-worth individuals, families, and private funds, offering fee‑based investment management alongside comprehensive financial planning. The firm’s financial planning services, as described in the brochure, encompass tax planning, estate planning, insurance analysis, and business consulting for select small and medium-sized businesses. AWM employs an open‑architecture platform and a liability‑driven investing (LDI) framework to build customized portfolios that commonly use mutual funds, ETFs, individual securities, third‑party separate account managers (SAMs), and private placements where appropriate. The firm conducts due diligence on SAMs and private placements, may delegate discretionary authority to SAMs or private fund managers, and incorporates private fund valuations on the reporting schedule of underlying investments. Noteworthy distinctions in the brochure include AWM’s AWM Ventures affiliate, which sponsors and manages closed‑ended private funds targeting private equity, venture capital, and real estate and may receive carried interest and management fees disclosed in each fund’s offering documents. The firm also discloses that a firm principal is an independent licensed insurance agent who may receive commissions, and it maintains a relatively high separately managed account minimum (with discretionary waiver authority).

To learn more about the advisors currently working at AWM Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.