Awaken Wealth Partners LLC

RIASEC Registered

Total AUM

$237M

Discretionary

$237M

100% of AUM

Avg account

$296K

Accounts

802

Employees

Advisory reps

Firm details

Headquarters: Houston, Texas
CRD number: 341005
Registered since: April 13, 2026
Website: awakenwealthpartners.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI51.26%
Individuals47.86%
Pension & Profit Sharing Plans0.89%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Awaken Wealth Partners LLC is an independent, individually owned RIA organized as an LLC. The firm is SEC-registered (registration year 2026) and positions itself as a capital allocator for both individual & family clients and institutional clients. Its compensation model combines percentage‑of‑AUM billing with fixed fees. Core services listed on the firm’s ADV include financial planning, portfolio management for individuals/small businesses and for businesses/institutions, selection of other advisers, pension consulting services, and educational seminars/workshops. The firm does not identify as an active ESG investor.