AF
Awh Financial, Llc
SEC-registered
Investment Adviser
CRD 285183
· SEC file 801-128902
· Bala Cynwyd, PA
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ADV data as of Mar 11, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 7
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 65
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 7 | $0 | — |
People (15)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Keith Samuel Marlowe | Managing Member And Chief Compliance Officer | Sep 2022 (4y) | 50% – 75% | |
| Gregory Hamilton Wilson | Managing Member | Jan 2023 (4y) | 50% – 75% | |
| Chad Wayne Reed | Registered representative | Apr 2024 (2y) | ||
| Timothy Patrick Clifford | Registered representative | May 2024 (2y) | ||
| Jeannette Marie Jeffers | Registered representative | Aug 2024 (2y) | ||
| Hailey Burroughs Ellis | Registered representative | Mar 2025 (1y) | ||
| Michelle Josephine Graham | Registered representative | Personal Financial Specialist | Jul 2025 (1y) | |
| Daniel Joseph Palmer | Registered representative | Dec 2025 (1y) | ||
| Russell Anthony Murray | Registered representative | Jan 2026 (1y) | ||
| Roger L Kent | Registered representative | Jan 2026 (1y) | ||
| Caleb Christian Helms | Registered representative | Jan 2026 (1y) | ||
| Laura B. Rosen | Registered representative | CFP | Feb 2026 (0y) | |
| Seth Andrew Kamens | Registered representative | Mar 2026 (0y) | ||
| Ricardo Eduardo Vielledent | Registered representative | Apr 2026 (0y) | ||
| Hunter Kyle Jackson | Registered representative | May 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/11/2026 | 1.25 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Other fees
- • PERCENTAGE OF FEES SOLICITED
Services
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 11, 2026.
View current Form ADV (SEC/IAPD) ↗