Awaken Wealth Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$235,166,417
Clients
416
Advisors
5
of 7 employees
About
Awaken Wealth Partners is an SEC-registered investment adviser that provides financial planning, discretionary investment management, and retirement plan advisory to individuals, high net worth individuals, estates, and trusts. The firm reports roughly $237.3 million in discretionary assets under management and serves several hundred client relationships while offering both project-based and ongoing planning engagements.
The firm customizes portfolios to clients’ stated objectives and generally employs fundamental analysis and a long-term investment approach, while retaining the flexibility to make shorter-term trades when warranted. Awaken also may allocate client assets to unaffiliated external managers and monitors those relationships, including situations that can involve dual contracts and separate custody arrangements.
Notable features in the brochure include Awaken’s role as sponsor of the Awaken Wrap Fee Program, which bundles advisory services, custody and trade execution through Fidelity and Schwab, and its detailed wrap-fee schedule and account minimums. The brochure also shows the firm’s compliance contact using an email at dinsmorecomplianceservices.com and discloses that some advisory personnel are licensed to sell insurance products and receive commission-based compensation, arrangements that create additional compliance and conflict-management considerations compared with many peers.
Client services
Expertise
Fee options
Fixed fee for financial planning services up to $50,000
$0 - $250,000: 1.500% $250,001 - $1,000,000: 1.250% $1,000,001 - $3,000,000: 1.000% $3,000,001 - $5,000,000: 0.900% $5,000,001 - $10,000,000: 0.775% $10,000,001 - Negotiable: Negotiable (applies to all assets)
Commission-based compensation for selling insurance products by certain advisory persons, separate from advisory fees
Hourly fee rate up to $1,500 for financial planning services
Account minimum: $500,000 Minimum fee: Fixed fee up to $50,000 for financial planning services Fee-only: Fixed fees up to $50,000 and hourly rates up to $1,500 per hour for financial planning services
Main office
19450 Tomball Parkway, Suite 150
Houston TX 77070
Advisors at this office
5
Most active in
Florida · Texas
Also doing business as
Awaken Wealth Partners LLC · Meadowcrest Wealth Management · Meadowcrest Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
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