Awaken Wealth Partners LLC logo

Awaken Wealth Partners LLC

Updated today

Client AUM

$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

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

General retirement planning Wealth management Annuities Cash flow / budgeting

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Fee options

Fixed

Fixed fee for financial planning services up to $50,000

Percentage

$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)

Commissions

Commission-based compensation for selling insurance products by certain advisory persons, separate from advisory fees

Project-based

Hourly fee rate up to $1,500 for financial planning services

Other

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

Advisors at this firm

user avatar

Blair G

CFP®, Series 66

Houston, TX

Awaken Wealth Partners LLC

Blair Greenwood is a CFP® professional with 10 years of industry experience, currently serving at Awaken Wealth Partners LLC in Houston, TX. Prior to joining Awaken Wealth Partners in 2026, he worked at Thrivent Advisor Network and Thrivent Financial for a total of six years. Outside of his advisory role, Greenwood is involved in volleyball coaching and training, including camp coaching for Baylor University volleyball and conducting private volleyball lessons and high school clinics. Awaken Wealth Partners is an SEC-registered firm that provides financial planning, discretionary investment management, and retirement plan advisory to individuals, high net worth individuals, estates, and trusts. The firm manages approximately $237 million in discretionary assets and customizes portfolios based on clients’ objectives using fundamental analysis and a primarily long-term investment approach.

General retirement planning Wealth management Annuities Cash flow / budgeting
user avatar

Gregory B

Series 63, Series 66

Houston, TX

Awaken Wealth Partners LLC

Gregory Bickhart is a financial advisor with Awaken Wealth Partners LLC in Houston, TX, holding Series 63 and Series 66 licenses and 21 years of industry experience. His career includes roles at Thrivent Financial for Lutherans, Purshe Kaplan Sterling Investments, and Thrivent Investment Management. Outside of advisory services, he is the owner of Arborbrook Consultants of GA, LLC, which manages expenses related to his affiliated businesses. Awaken Wealth Partners is an SEC-registered investment adviser serving individuals, high net worth clients, estates, and trusts with financial planning, discretionary investment management, and retirement plan advisory. The firm customizes portfolios based on client objectives, generally employs a long-term investment approach with fundamental analysis, and may use external managers while overseeing those relationships.

General retirement planning Wealth management Annuities Cash flow / budgeting
user avatar

Matthew M

Series 63, Series 65

Houston, TX

Awaken Wealth Partners LLC

Matthew Miller is a financial advisor at Awaken Wealth Partners LLC with 14 years of industry experience. He previously worked at Thrivent Advisor Network, LLC and Thrivent Financial for Lutherans. Outside of his advisory work, he serves as a board member for the Villaggio Homeowners Association in Houston and is a deacon at Themet Church. 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 clients, estates, and trusts. The firm customizes portfolios based on client objectives, employing fundamental analysis and a primarily long-term investment approach while maintaining flexibility for shorter-term trades.

General retirement planning Wealth management Annuities Cash flow / budgeting
user avatar

Ryan C

CFP®, Series 66

Houston, TX

Awaken Wealth Partners LLC

Ryan Christensen is a CFP® with eight years of industry experience, currently serving at Awaken Wealth Partners LLC. Prior to joining Awaken Wealth Partners in 2026, he worked at Thrivent Financial and Thrivent Investment Management Inc for seven years and held roles at Park Avenue Securities and Guardian Life Insurance Company. He is also involved in insurance sales outside of his advisory role. Awaken Wealth Partners is an SEC-registered investment adviser that provides financial planning, discretionary investment management, and retirement plan advisory services to individuals, high net worth persons, estates, and trusts. The firm manages approximately $237.3 million in discretionary assets and employs a long-term investment approach with flexibility for shorter-term trades, offering both project-based and ongoing planning engagements.

General retirement planning Wealth management Annuities Cash flow / budgeting
user avatar

Jonathan H

CFP®, Series 63, Series 66

Houston, TX

Awaken Wealth Partners LLC

Jonathan Hoyme is a CFP® professional with 32 years of industry experience, currently serving as an advisor at Awaken Wealth Partners LLC. His prior roles include extensive tenure at Thrivent Financial and associated subsidiaries from 2002 to 2026, as well as positions at Purshe Kaplan Sterling Investments. Outside of advisory work, he is a co-owner of an LLC that manages budgeting and bookkeeping activities related to his business operations and is licensed to sell fixed insurance products. Awaken Wealth Partners is an SEC-registered investment adviser serving individuals, high net worth clients, estates, and trusts. The firm offers financial planning, discretionary investment management, and retirement plan advisory, tailoring portfolios primarily through fundamental analysis and a long-term investment approach while utilizing external managers when appropriate.

General retirement planning Wealth management Annuities Cash flow / budgeting
View complete list of advisors at this firm
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