AWAKEN WEALTH PARTNERS LLC

Overview

Awaken Wealth Partners LLC is a recently formed, individual-owned limited liability company that registered with the SEC in 2026. The firm describes itself as a capital allocator and offers a mix of advisory services focused on planning and discretionary portfolio work. Its stated activities include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of other advisers. Fee arrangements documented for the firm include percentage-of-AUM billing, hourly charges, and fixed fees. Awaken Wealth Partners is not identified as an active ESG investor, and it is not listed as a multi-state adviser or pension consultant. The firm has industry affiliations with another investment adviser and with a law firm, which may reflect referral or service relationships rather than an expanded branch footprint.

Assets & Accounts

Investments & Alternatives