Awaken Wealth Partners LLC
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 341005
- Registered since
- April 13, 2026
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI51.26%
- Individuals47.86%
- Pension & Profit Sharing Plans0.89%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Awaken Wealth Partners LLC is an independent, individually owned registered investment adviser that positions itself as a capital allocator for both high‑net‑worth individuals/families and institutional clients. The firm provides a mix of financial planning and portfolio management services for individuals, small businesses and institutions, and it also offers pension consulting support, advisor selection and educational workshops. Its fees are structured as a percentage of assets under management and through fixed fees. The firm does not flag itself as an active ESG investor and is not registered as a multi‑state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities53%
- Public Funds/Mutual Funds44%
- US Government Bonds2%
- Cash & Cash Equivalents1%
Owners & executives
3 of 3
Matthew Miller
CEO & Senior Wealth AdvisorCRD 6003057
Jonathan Hoyme
CFO, Senior Wealth AdvisorCRD 2135357
Carly Kleiman
Chief Compliance OfficerCRD 8293602
Contacts
3 of 3
Ryan Christensen
ParaplannerCRD 6936083
Blair Greenwood
Senior Wealth AdvisorCRD 6658417
Gregory Bickhart
Managing Partner, Senior Wealth AdvisorCRD 4855722
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Houston, TX
Harris
Location
Houston, TX
Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Harris
- Address
- 19450 Tomball Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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