AW WEALTH LTD Financials
- Company number
- 13123357Copy
Copy - Registered office
- 12 The Courtyard Buntsford Drive, Bromsgrove, Worcestershire B60 3DJ
- Incorporated
- 08/01/2021
Company snapshot
- Status
- Active
- Employees
- 13 (2025)
- Latest financial data
- 2025
- Accounts type
- Total Exemption Full
Financial highlights
Latest reported figures. Okredo holds filed data for 2021–2025.
Net Assets
0.27%vs 20242024: £1.92M
Total Assets
-6.74%vs 20242024: £6.31M
Cash in Bank
-40.03%vs 20242024: £190.61K
Total Liabilities
-9.79%vs 20242024: £4.39M
Employees
+3vs 20242024: 10
In 2025, AW WEALTH LTD reported net assets of £1.93M. The same filing shows total assets of £5.88M, cash in bank of £114.30K and total liabilities of £3.96M. Reported headcount was 13 in 2025. Total Liabilities fell from £4.39M in 2024 to £3.96M in 2025 (-9.79%). Okredo holds filed figures for 2021–2025; the table below lists every reported indicator by year. See every reported indicator by year.
Financial performance
Pick a measure to see how it has moved across the reported years, with the year-on-year change beneath it.
Net Assets
0.27%from £1.92M in 2024Year-on-year change
Net Assets as filed for 2021–2025. Every figure in this chart is also in the financial history table.
3-year financial trend (2023–2025)
How the figures AW WEALTH LTD filed moved across the three reported years 2023, 2024 and 2025 — measured end to end rather than year on year.
Net Assets
-4.4%vs 2023-2.2% a year compound (CAGR)
Cash in Bank
-70.3%vs 2023-45.5% a year compound (CAGR)
Total Assets
-14.4%vs 2023-7.5% a year compound (CAGR)
Total Liabilities
-18.5%vs 2023-9.7% a year compound (CAGR)
Employees
+62.5%vs 2023+5Biggest increase
Employees+62.5%
8 in 2023 to 13 in 2025
Biggest decrease
Cash in Bank-70.3%
£385.39K in 2023 to £114.30K in 2025
AW WEALTH LTD's filings pull in both directions between 2023 and 2025. The steepest rise came in employee numbers, pointing to an expanding team, set against a fall in cash in bank, pointing to a tighter cash position. See the full year-by-year figures.
Ratios from the filed figures
Calculated from AW WEALTH LTD's own reported amounts, each shown against the year it was derived from — nothing here is estimated or industry-averaged.
- Net assets to total assets
- 32.75%2025
- Liabilities to total assets
- 67.24%2025
- Cash to liabilities
- 2.89%2025
- Cash to total assets
- 1.94%2025
Reported net assets divided by reported total assets, for the latest year both were filed. Shows how much of the asset base is not financed by liabilities.
Total liabilities divided by reported total assets, for the latest year both were available. Shows how much of the asset base is funded by obligations.
Reported cash in bank divided by total liabilities for the same year. Shows what share of outstanding obligations the reported cash balance would cover.
Reported cash in bank divided by reported total assets, for the latest year both were filed.
Financial history
Every indicator Okredo tracks, year by year.
Reported financial indicators for AW WEALTH LTD by year. Amounts are as filed; a dash means the figure was not reported for that year.
| Indicator | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Net Assets£ | 100.00 | 2.04M | 2.01M | 1.92M | 1.93M |
| Total Assets£ | 7.00K | 7.37M | 6.87M | 6.31M | 5.88M |
| Cash in Bank£ | 7.00K | 537.80K | 385.39K | 190.61K | 114.30K |
| Total Liabilities£ | 6.90K | 5.33M | 4.85M | 4.39M | 3.96M |
| Employees | 0 | 6 | 8 | 10 | 13 |
AW WEALTH LTD financials: frequently asked questions
Answered from this company's own filed figures.
Has AW WEALTH LTD filed financial statements?
Yes. Okredo holds filed figures for AW WEALTH LTD covering 2021–2025, across 5 reported indicators. The most recent reported year is 2025.
What net assets did AW WEALTH LTD report in 2025?
AW WEALTH LTD reported net assets of £1.93M for 2025. That compares with £1.92M in 2024, a change of 0.27%.
What total assets did AW WEALTH LTD report in 2025?
AW WEALTH LTD reported total assets of £5.88M for 2025. That compares with £6.31M in 2024, a change of -6.74%.
What cash in bank did AW WEALTH LTD report in 2025?
AW WEALTH LTD reported cash in bank of £114.30K for 2025. That compares with £190.61K in 2024, a change of -40.03%.
How many people does AW WEALTH LTD employ?
AW WEALTH LTD reported 13 employees in 2025, compared with 10 in 2024.
How have AW WEALTH LTD financials changed over the last 3 years?
Between 2023 and 2025, AW WEALTH LTD's net assets fell by 4.4%, cash in bank fell by 70.3%, total assets fell by 14.4% and total liabilities fell by 18.5%. Net assets contracted at 2.2% a year across the two years to 2025, from £2.01M to £1.93M. Reported headcount went from 8 in 2023 to 13 in 2025 (+5).
Which years of AW WEALTH LTD financial data are available?
Okredo holds reported figures for the years 2021, 2022, 2023, 2024, 2025. Where an indicator was not reported for a given year, the financial history table shows a dash rather than a value.