Our Story

What if your investment advisory, financial planning, and tax filing could all live in one place—without commissions, hidden fees, or costs that quietly grow as your assets do?
We built AWM to make that vision real.

Since welcoming our first client in 2021, we’ve grown to serve more than 500 individuals across all 50 states. What began as a simple belief—that people deserve more comprehensive service, a human-first experience, and radically fair pricing has become a platform that’s reshaping the future of personal finance.

By combining the power of AI with expert advisors, we’re able to deliver smarter guidance, faster insights, and a client experience that gets better with every interaction. We’re not here to mimic the old model. We’re here to build something better for everyone.