Brandon Averill, financial advisor Los Angeles CA

Brandon Averill

Athlete Wealth

CRD Number: 5781614
Current Firm: Awm Capital, LLC
Compensation Model: Fee Only

Brandon is the Managing Partner at AWM Capital. Brandon loves the impact that he can have on the lives of the clients that he works with and supporting them in their growth whether that’s as an athlete or in building a company.

 

In 2016, Brandon was named by Investment News as one the top 40 financial advisers in the industry under age 40.

 

Before AWM, Brandon served as an assistant vice president with Union Bank’s Northern California Corporate Banking team. Earlier, he was a professional athlete having been drafted by the Houston Astros out of UCLA. While at UCLA, Brandon was the team’s co-captain and graduated with a BA in Sociology and minor in Political Science.

 

Brandon is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and holds the Certificate in Investment Performance Measurement (CIPM®) from the Chartered Financial Analyst Institute (CFA).

 

In 2018, Brandon earned the Certified Private Wealth Advisor® certification through the University of Chicago Booth School of Business.

 

Advanced Designations & Certifications
Certified Private Wealth Advisor (CPWA®)
Certified Financial Planner (CFP®)
Certificate in Investment Performance Measurement (CIPM®)

 

Education
The University of Chicago Booth School of Business – CPWA Certificate
UCLA – Certificate of Personal Financial Planning
UCLA – B.A. Sociology, minor in Political Science

CONTACT
Similar Advisors
John Defonso, financial advisor Los Angeles CA
John P. Defonso
CRD# 6406556
Aqua Capital Advisors
Similar Advisors
Jason Stein, financial advisor Los Angeles CA
Jason A. Stein
CRD# 6232434
Bluepoint Wealth Advisors
Similar Advisors
Marie Thomasson, financial advisor Los Angeles CA
Marie E. Thomasson
CRD# 6724246
Modern Assets, LLC
Professional Designations
Company Name Location Dates Years
Averill Ventures LLC Phoenix, AZ Jan 2021 - Current 3
Awm Ventures Phoenix, AZ Aug 2018 - Current 5
Awm Capital LLC Phoenix, AZ Mar 2017 - Current 7
Athlete Ceo Consulting, LLC Phoenix, AZ Apr 2010 - Current 13
Penniall & Associates, Inc. Pasadena, CA Aug 2010 - Apr 2017 6
United Planners Financial Services Scottsdale, AZ Aug 2010 - Dec 2015 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2010
Contact Info for Brandon L. Averill
Phone Number: (323) 940-1339
Advisor Website: https://athletewealth.com/
Registered State(s):
  • AZ
  • CA
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    531
    MILLIONS
  • Total Number of Accounts
    1,626
    ACCOUNTS
  • Average Account Value
    $326,503
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, GA, IN, LA, MA, MO, NC, NH, NV, OH, SC, TN, TX, WA

Firm Disclaimer:

AWM Capital, LLC a Registered Investment Advisor. AWM Capital, LLC only transacts business in states where it is properly registered, or excluded or exempted from registration requirements. 

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. 

INVESTMENTS & WEALTH INSTITUTE is a service mark of Investment Management Consultants Association Inc. doing business as Investments & Wealth Institute. CPWA®, and CERTIFIED PRIVATE WEALTH ADVISOR® are registered certification marks of Investment Management Consultants Association Inc.
doing business as Investments & Wealth Institute. © 2018 Investments & Wealth Institute

Ready to hire a financial advisor? Get competitive proposals from Brandon Averill and other advisors.
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.