Unclaimed Profile

Daniel Ryan Wheless

AWM FINANCIAL SERVICES INC.·THE WOODLANDS, Texas

Series 65Clean record18 years registeredAWM FINANCIAL SERVICES INC.

9595 SIX PINES DRIVE, THE WOODLANDS, TX 77380CRD# 5358097Firm CRD# 144351

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel Ryan Wheless · THE WOODLANDS, TX

Registration

CRD #5358097 · AWM FINANCIAL SERVICES INC. · 18 years registered

Brand Profile

Not yet started

Career History

AWM FINANCIAL SERVICES INC.

Jan 2026 – present

PORTFOLIO DYNAMIX

Jan 2025 – present

PORTFOLIO DYNAMIX

Jan 2020 – Dec 2024

THE WOODLANDS, TX

FORMULA FOLIO INVESTMENTS

Jul 2016 – Apr 2017

GRAND RAPIDS, MI

RETIREMENT WEALTH ADVISORS, INC.

Jul 2016 – Apr 2017

GRAND RAPIDS, MI

AWM FINANCIAL SERVICES INC.

Jan 2011 – Dec 2025

THE WOODLANDS, TX

AWM FINANCIAL SERVICES INC. DBA ALLIED WEALTH MANAGEMENT

Jan 2008 – Dec 2010

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 24, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AWM FINANCIAL SERVICES INC.

CRD 144351 · SEC 801-120940

AUM

$198M

Regulatory assets under management

Employees

2,013 client accounts

Services offered by AWM FINANCIAL SERVICES INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at AWM FINANCIAL SERVICES INC. →

Introduction

Speak with Daniel

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Daniel is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in THE WOODLANDS?

Browse all registered financial advisors in THE WOODLANDS, Texas or claim this profile if it's yours.

Browse THE WOODLANDS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Daniel Ryan Wheless offer?

Daniel Ryan Wheless specializes in Financial Planning, Investment Management. Contact their office in THE WOODLANDS, Texas for a consultation.

What are Daniel Ryan Wheless's credentials?

Daniel Ryan Wheless is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel Ryan Wheless located?

Daniel Ryan Wheless is based in THE WOODLANDS, Texas, working with AWM FINANCIAL SERVICES INC.. Their office serves clients in the THE WOODLANDS metropolitan area and surrounding communities.

How does Daniel Ryan Wheless charge for services?

Daniel Ryan Wheless's firm is compensated through percentage of aum, hourly charges, other: administrative and technology fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AWM FINANCIAL SERVICES INC.?

AWM FINANCIAL SERVICES INC. has approximately 13 employees and manages $198M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →