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Eric Lee Levenhagen

AWH Financial, LLC

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About Eric Lee Levenhagen

Eric Levenhagen is an investment advisor representative with AwH Financial, LLC. Eric is registered in Texas and has been working in the industry since January 2011. Eric Levenhagen specializes in financial planning and selection of other advisors. In addition to being a financial advisor, Eric Levenhagen is also the owner of Prowise Tax & Accounting, a non-investment related business that provides tax and accounting services to small businesses.

Firm Information

Eric Levenhagen is currently registered with AWH Financial, LLC. AWH Financial, LLC is an investment advisor headquartered in Bala Cynwyd, PA. The firm has 1 licensed agent, 8 investment adviser representatives, 1 registered representative, and 44 investment advisory functions. AWH Financial, LLC provides selection of other advisers services to 6 individuals other than high-net-worth individuals.
AWH Financial, LLC

ONE BELMONT AVENUE

BALA CYNWYD, PA 19004

Not reported

Assets Under Management

14

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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other

Percentage of fees solicited

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Eric Levenhagen’s Registration & Firm History

PA

06/05/2024 - Present

AWH Financial, LLC (BALA CYNWYD PA)

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Licenses & Designations

IA

Issued 12/08/2014

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eric Lee Levenhagen.
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