Wells Fargo Advisors
47yrs
Top advisor by experience in The Woodlands
19yrs
Daniel Wheless is a fiduciary financial advisor in The Woodlands, Texas, with 19 years in the industry. After five years at Portfolio Dynamix and a year at Brookstone Wealth Advisors, Daniel joined AWM Financial Services in 2026, a firm offering financial planning, investment management, and selecting outside investment managers. AWM Financial Services reports being paid through a percentage of assets and hourly fees.
One of 583 advisors with offices in The Woodlands, and one of 547 fiduciaries.
At a glance
Experience19 years (since 2007)
How that compares ?Top advisor by experience at AWM Financial Services
Office9595 Six Pines Drive Building 4 Suite 4230, The Woodlands, TX 77380
How the firm is paid ?Percent of assets, Hourly, Other
Typical client at the firm ?$1.57 million
Advisors at the firm7
States licensed ?1 state
Services through AWM Financial Services
Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Jan 2026 – nowAWM Financial Services Inc.Current firm
- Jan 2025 – nowPortfolio DynamixCurrent
- 2020 – 2024Portfolio DynamixPreviously
- Jul 2016 – Apr 2017Brookstone Wealth Advisors, LLCPreviously
- Jul 2016 – Apr 2017Brookstone Asset Management, LLCPreviously
- 2011 – 2025AWM Financial Services Inc.Previously
- 2008 – 2010AWM Financial Services Inc.Previously
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call AWM Financial Services at (281) 444-7555 and ask for Daniel Wheless. Daniel works from the The Woodlands, TX office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2007, about 19 years. Top advisor by experience at AWM Financial Services.
What licenses does Daniel hold?
Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
AWM Financial Services reports being paid by a percentage of the assets they manage, hourly fees, other fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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