ASSET WEALTH ADVISORS, LLC

ASSET WEALTH ADVISORS, LLC is an SEC-registered investment adviser (CRD 153250). Regulatory assets under management: $15.1M.

Registration

• CRD: 153250
• Type: Registered investment adviser
• Phone: 850-378-1188
• Latest filing: 2026-01-29
• Regulatory AUM: $15.1M
• Discretionary AUM: $15.1M
• Clients: 1
• Accounts: 31

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 153250 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search