Daniel Ryan Wheless

Portfolio Dynamix

17 Years of Experience

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Firm Information

Portfolio Dynamix

Compensation

Fee-Only (AUM)

Number of Advisors

1 advisor

Number of Clients

Not specified

Average Client Portfolio

Not specified

Advisor Information

Office location

9595 Six Pines Drive, Building 4 Suite 4230, The Woodlands, TX, 77380

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Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Daniel is the CEO and Investment Advisor Representative at AWM Financial Services, Inc., an investment advisor firm. He dedicates about 10-20% of his time to this role, which includes life insurance and annuity sales.