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Managing Member · AWH Financial, LLC

Gregory H. Wilson

CRD 4479947 · Named on Form ADV at one SEC-registered adviser

At a glance

AWH Financial, LLC, an SEC-registered asset manager based in Bala Cynwyd, PA with $0 in regulatory assets, lists Gregory H. Wilson on its Form ADV as Managing Member, a control person.

Firms and roles

  • AWH Financial, LLCManaging MemberAsset manager · Bala Cynwyd, PA · $0M in regulatory assets

AtlasMembers

Gregory’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Keith S. MarloweManaging Member and Chief Compliance Officer, AWH Financial, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Gregory’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.