Awaken Wealth Partners LLC
● SEC registered since 2026CRD 341005SEC# 801-135705Houston, TX
Reg. AUM
$237.3M
Employees
7
Accounts
802
Location
Houston, TX
Awaken Wealth Partners LLC assets under management
Awaken Wealth Partners LLC is an investment advisory firm registered with the SEC based in Houston, TX. The firm has been registered since 2026. It reports $237.3 million in regulatory assets under management and employs 7 people.
Awaken Wealth Partners LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carly Lara Kleiman | Chief Compliance Officer | Under 5% | 2026 |
| Jonathan Paul Hoyme Control | Cfo & Senior Wealth Advisor | 50-75% | 2026 |
| Matthew Morris Miller Control | Ceo & Senior Wealth Advisor | 50-75% | 2026 |
Frequently asked questions
How much does Awaken Wealth Partners LLC manage?
Awaken Wealth Partners LLC reports $237.3 million in regulatory assets under management on its Form ADV.
How many employees does Awaken Wealth Partners LLC have?
Awaken Wealth Partners LLC reports 7 employees.
Where is Awaken Wealth Partners LLC located?
Awaken Wealth Partners LLC is based in Houston, TX and has been SEC-registered since 2026.
Does Awaken Wealth Partners LLC disclose fund performance?
Awaken Wealth Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 19450 Tomball Parkway, Suite 150, Houston, TX 77070 |
| Phone | 281-358-0134 |
| Fax | 281-913-5842 |
| Office hours | 8:00 To 5:00 |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,340 advisers
EmployeesTop 51%
More than 49% of 16,820 advisers
Assets under management
$237.3Mregulatory AUM
Discretionary $237.3M