# AWM FINANCIAL SERVICES INC.

AWM FINANCIAL SERVICES INC. of THE WOODLANDS, TX is an SEC-registered investment adviser.

## Registration

- CRD: 144351
- Type: SEC-registered investment adviser
- SEC file number: 801-120940
- Location: 9595 SIX PINES DRIVE, BUILDING 4 SUITE 4230, THE WOODLANDS, TX, 77380
- Phone: 281-444-7555
- Latest filing: 2026-03-20
- Regulatory AUM: $320.6M
- Discretionary AUM: $320.6M
- Clients: 19
- Accounts: 2,700

## Business model

- Compensation: % of AUM, Hourly, Other
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Daniel Ryan Wheless | FOUNDER/CEO; FOUNDER/CEO/CCO | — |
| Matthew Ian Stevenson | PRESIDENT | — |
| WHELESS DANIEL RYAN | FOUNDER/CEO/CCO | — |
| Stevenson Matthew Ian | PRESIDENT | — |
| Ruth Georgina Thortvedt | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/144351/brochure
- Similar advisers: https://search.stillhousedata.com/firm/144351/similar
- Related entities: https://search.stillhousedata.com/firm/144351/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/144351

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.