UBS Financial Services
47yrs
Top advisor by experience in Pasadena
3yrs
William Chapman
Financial advisor at AWM Capital
William Chapman is a fiduciary financial advisor in Pasadena, California, with 3 years in the industry. William joined AWM Capital in 2026, after a year at Merrill. AWM Capital offers financial planning, investment management, and private fund management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1156 advisors with offices in Pasadena, and one of 1068 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office87 E. Green Street, Suite 206, Pasadena, CA 91105
FirmAWM Capital
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$3.01 million
Advisors at the firm29
States licensed ?1 state
Services through AWM Capital
Financial planningInvestment management for individuals and small businessesManaging private funds
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.
Career
- Apr 2026 – nowAWM Capital, LLCCurrent firm
- Nov 2024 – Apr 2026MerrillPreviously
Contact William
(323) 940-1339Firm headquarters in Phoenix, AZ. Ask for William. 87 E. Green Street, Suite 206Pasadena, CA 91105Office · Get directions X (Twitter) pageAWM Capital
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Questions to ask William
Tailored to William’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About William
How do I contact William?
Call AWM Capital at (323) 940-1339 and ask for William Chapman. William works from the Pasadena, CA office.
How long has William been a financial advisor?
William has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does William hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is William a fiduciary?
William is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is William paid?
AWM Capital reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask William 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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