Investment adviser · CRD 285183
AWH FINANCIAL, LLC
Investment adviser filing (IA)
BALA CYNWYD, PA, United States · Form ADV filed Mar 11, 2026
- Employees
- 65 Reported in this filing
- Advisory professionals
- 63 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 7 | $0 | Not reported |
Filing source
Form ADV 2066511 · Mar 11, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 11, 2026. View historical filings
Reported services
Selection of other advisers
Compensation
Not reported in these imported fields
Principal office
ONE BELMONT AVENUE, SUITE 1000BALA CYNWYD, PA, 19004, United States
CRD 285183
Filing source
Form ADV 2066511 · Mar 11, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.