# 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.

- CRD: 239786
- Filed as: AWARENESS WEALTH ADVISORS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Braddock Heights, MD
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/239786
- AdvisorCensus page: https://advisorcensus.com/firm/awareness-wealth-advisors-inc-braddock-heights-md-239786

## Quick answers

**How 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. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $12,751,077
- Discretionary: $12,751,077
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $3,540,468 |
| High net worth individuals | Fewer than 5 | $8,841,562 |
| Corporations or other businesses not listed above | Fewer than 5 | $369,047 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: MD, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Awareness Wealth Advisors, Inc. (CRD 239786): Form ADV filing data as of October 2026.