AWARENESS WEALTH ADVISORS, INC.

AWARENESS WEALTH ADVISORS, INC. is an SEC-registered investment adviser (CRD 239786). Regulatory assets under management: $12.8M.

Registration

• CRD: 239786
• Type: Registered investment adviser
• Phone: 434-230-2211
• Latest filing: 2026-03-31
• Regulatory AUM: $12.8M
• Discretionary AUM: $12.8M
• Clients: 1
• Accounts: 29

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 239786 on SEC IAPD (source of record)
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