Awm Financial Services Inc. Dba Allied Wealth Management

Awm Financial Services Inc. Dba Allied Wealth Management (CRD# 144351) is a financial advisory firm headquartered in Houston, TX. They manage $61,557,711 in 576 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    62
    MILLION
  • Total Number of Accounts
    576
    ACCOUNTS
  • Average Account Value
    $106,871
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, OH, TX

Financial Advisors at Awm Financial Services Inc. Dba Allied Wealth Management
Showing 1 - 6 of 6 top financial advisors.
1
Jerry W. Tokunaga
CRD#: 3198606
Folsom, CA
93
Wealthminder
score

Jerry Tokunaga (CRD# 3198606) is an Investment Advisor Representative working at Awm Financial Services Inc. Dba Allied Wealth Management in Folsom, CA and has over 18 years of experience in the finance industry.

2
Daniel R. Wheless
CRD#: 5358097
13810 Champion Forest Drive Ste 202, Houston, TX 77069
93
Wealthminder
score

Daniel Wheless (CRD# 5358097) is an Investment Advisor Representative working at Awm Financial Services Inc. Dba Allied Wealth Management in Houston, TX and has over 10 years of experience in the finance industry.

3
Matthew I. Stevenson
CRD#: 6639503
13810 Champion Forest Drive Ste 202, Houston, TX 77069
89
Wealthminder
score

Matthew Stevenson (CRD# 6639503) is an Investment Advisor Representative working at Awm Financial Services Inc. Dba Allied Wealth Management in Houston, TX and has over 2 years of experience in the finance industry.

4
Holly J. Cramer
CRD#: 6791984
13810 Champion Forest Drive Ste 202, Houston, TX 77069
88
Wealthminder
score

Holly Cramer (CRD# 6791984) is an Investment Advisor Representative working at Awm Financial Services Inc. Dba Allied Wealth Management in Houston, TX and has 1 year of experience in the finance industry.

5
Christopher R. Thomas
CRD#: 6169673
Menifee, CA
87
Wealthminder
score

Christopher Thomas (CRD# 6169673) is an Investment Advisor Representative working at Awm Financial Services Inc. Dba Allied Wealth Management in Menifee, CA and has 1 year of experience in the finance industry.

6
Peter C. Lott
CRD#: 6803651
13810 Champion Forest Drive Ste 202, Houston, TX 77069
75
Wealthminder
score

Peter Lott (CRD# 6803651) is an Investment Advisor Representative working at Awm Financial Services Inc. Dba Allied Wealth Management in Houston, TX and has 1 year of experience in the finance industry.

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