Erik Averill, financial advisor Phoenix AZ

Erik Averill

CRD Number: 5427694
Current Firm: Awm Capital, LLC

Erik D. Averill, CFP is a Senior Wealth Manager and Managing Partner of the Athlete Wealth division at Penniall & Associates, Inc.


Athlete Wealth is a full service financial and life management company and family office that specializes in helping professional athletes, entertainers and entrepreneurs maximize their wealth to live exceptional lives & build their legacy. 


Our mission for the past 33 years has been to provide unbiased, comprehensive wealth management solutions for families of substantial wealth. Utilizing our time tested proprietary system we give you the confidence, control, and peace of mind that you are meeting your financial goals.


His combination as a Certified Financial Planner™ professional and former professional athlete makes him one of the leading wealth managers for professional athletes. 

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Professional Designations
Company Name Location Dates Years
Averill Ventures LLC Phoenix, AZ Jan 2021 - Current 2
Awm Ventures Phoenix, AZ Aug 2018 - Current 4
Awm Capital LLC Phoenix, AZ Mar 2017 - Current 6
Awm Capital LLC Phoenix, AZ Mar 2017 - Current 6
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 Jun 2009
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

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Contact Info for Erik D. Averill
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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


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