AdvisorCensus / Financial advisors / Texas / Houston / Awaken Wealth Partners LLC
Awaken Wealth Partners LLC is an SEC-registered investment advisory firm in Houston, TX, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 17, 2026.
Quick answers
From the filingHow is Awaken Wealth Partners LLC compensated?
On its Form ADV (Item 5.E, October 2026), Awaken Wealth Partners LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
Where is Awaken Wealth Partners LLC located?
Awaken Wealth Partners LLC's principal office is in Houston, TX, according to its Form ADV; the September 2026 filing also lists 2 other offices (Schedule D, Section 1.F).
Is Awaken Wealth Partners LLC registered with the SEC or a state?
Awaken Wealth Partners LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 341005.
How much does Awaken Wealth Partners LLC manage?
Awaken Wealth Partners LLC reports $237,266,565 in regulatory assets under management in its Form ADV filing dated August 17, 2026 (100% discretionary).
What types of clients does Awaken Wealth Partners LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (361); high net worth individuals (55); pension and profit sharing plans (but not the plan participants or government pension plans) (1).
Which custodians does Awaken Wealth Partners LLC use?
Awaken Wealth Partners LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.
Does Awaken Wealth Partners LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/341005
Does Awaken Wealth Partners LLC state an account minimum?
Its Form ADV Part 2A brochure dated August 17, 2026 says: "Awaken requires a minimum initial investment management services account size of $500,000."
What changed in Awaken Wealth Partners LLC's recent Form ADV filings?
In the September 2026 filing data: Regulatory assets under management went from $0 to $237,266,565. No longer lists an office in Peachtree, GA. Registered or notice-filed in FL. Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: $500,000
The brochure's wording
Awaken requires a minimum initial investment management services account size of $500,000.
As stated in the firm's Form ADV Part 2A brochure dated August 17, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$237,266,565 as of October 2026, filing dated August 17, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 7. Performing investment advisory functions: 4.
- Wrap fee program participation
- Yes.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
2 other offices, as of the September 2026 filing
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- September 2026
- Regulatory assets under management went from $0 to $237,266,565.
- No longer lists an office in Peachtree, GA.
- Registered or notice-filed in FL.
- Updated its list of owners and control persons (Schedule A).
- June 2026
- Changed its legal name from Meadowcrest Wealth Management LLC to Awaken Wealth Partners LLC.
- Updated its list of owners and control persons (Schedule A).
- May 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Awaken Wealth Partners LLC (CRD 341005): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/awaken-wealth-partners-llc-houston-tx-341005