A wealth management family office serving professional athletes, founders, and venture capitalists. AWM Capital emphasizes holistic wealth management encompassing financial, social, relational, intellectual, and physical capital.
2013
Privately held
Moderate to high, with an emphasis on maximizing returns in private and public markets while applying tax-efficient strategies.
Phoenix, Az, United States
About
Mission
We believe wealth is holistic and encompasses financial, social, relational, intellectual, and physical capital. Our mission is to maximize wealth for future generations while aligning with clients' values and aspirations.
Values
Determination, perseverance, grit, loyalty to clients, and innovation in comprehensive wealth management.
Participant Demographics
Serving professional athletes, founders, venture capitalists, and high achievers.
Track Record
Team Experience
Team includes former athletes, entrepreneurs, and financial experts.
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Phoenix, Az, United States
Legal & Compliance
SEC
No major violations noted
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