AdvisorCensus / Financial advisors / District of Columbia / Washington / Awareness Wealth Advisors, Inc.
Awareness Wealth Advisors, Inc.
Filed as AWARENESS WEALTH ADVISORS, INC.
Awareness Wealth Advisors, Inc. is a state-registered investment advisory firm in Braddock Heights, MD, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.
Quick answers
From the filingHow is Awareness Wealth Advisors, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Awareness Wealth Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management.
Where is Awareness Wealth Advisors, Inc. located?
Awareness Wealth Advisors, Inc.'s principal office is in Braddock Heights, MD, according to its Form ADV.
Is Awareness Wealth Advisors, Inc. registered with the SEC or a state?
Awareness Wealth Advisors, Inc. is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 239786.
How much does Awareness Wealth Advisors, Inc. manage?
Awareness Wealth Advisors, Inc. reports $12,751,077 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).
Does Awareness Wealth Advisors, Inc. report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/239786
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Regulatory assets under management
Item 5.F$12,751,077 as of October 2026, filing dated March 31, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Registration
- State-registered investment adviser. Status as filed: APPROVED.
- Registered since
- 2021 (5 years)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- Wrap fee program participation
- Yes.
- States registered or notice-filed
-
2 states or jurisdictions
State-registered investment advisers are examined by their state securities regulator. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.INot reported.
Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Awareness Wealth Advisors, Inc. (CRD 239786): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/awareness-wealth-advisors-inc-braddock-heights-md-239786