A complete list of active advisors currently associated with Awaken Wealth Partners LLC

Warmer can help you find a great advisor at Awaken Wealth Partners LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Awaken Wealth Partners LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.