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Gregory Wilson

Awh Financial, LLC
24 Years of Experience
Bala Cynwyd, PA
2 DisclosuresBroker
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Gregory Wilson is a registered investment advisor at Awh Financial, LLC, based in Bala Cynwyd, PA, with 24 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 11 clients.

Awh Financial, LLC
Compensation
N/A
Firm Size
14 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1 Belmont Avenue, Ste. 1100, Bala Cynwyd, PA, 19004

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2009
Settled
Customer Dispute
March 2004
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Gregory is the owner/principal of PST Advisors, LLC, sole owner of Portfolio Strategies Team, LLC, manager of Apollo Business Services LLC, and direct owner of AWH Financial LLC. He also owns a second home/rental property.

Employment History
Current Registrations
Awh Financial, LLC
February 2023 - Present · 3 yrs 3 mos
Pst Advisors, LLC
January 2011 - Present · 15 yrs 4 mos
Equitable Advisors, LLC
July 2002 - Present · 23 yrs 10 mos
Equitable Advisors, LLCBroker
December 2001 - Present · 24 yrs 5 mos
Previous Registrations
Karr Barth Financial Planning, INC.
September 2004 - May 2014 · 9 yrs 8 mos
State Registrations20 states
AZCACTDCDEFLGAILKSMAMDNCNJNYOHPASCTXVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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