Carly Lara Kleiman
Chief Compliance OfficerAwaken Wealth Partners LLCCRD 8293602
About Carly Lara Kleiman
Carly Lara Kleiman is listed as Chief Compliance Officer at Awaken Wealth Partners LLC in Houston, TX. Form ADV reports a beneficial ownership band of Under 5%. Carly Lara Kleiman is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Awaken Wealth Partners LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Carly Lara Kleiman work?
Carly Lara Kleiman is listed as Chief Compliance Officer at Awaken Wealth Partners LLC on SEC Form ADV.
How much of Awaken Wealth Partners LLC does Carly Lara Kleiman own?
Form ADV reports a beneficial ownership band of Under 5%.
Awaken Wealth Partners LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2026 |
Erie Street Growth Partners Management Company, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2026 |