RIA Intel›Advisers›Texas›AWAKEN WEALTH PARTNERS LLC

AWAKEN WEALTH PARTNERS LLC

SEC RegisteredAdvisory

HOUSTON, TX

Data as of Aug 11, 2026 · Source: SEC Form ADV

Rank in TX

#983

of 2,814 advisers by AUM

Source: SEC Form ADV. Figures as filed Aug 31, 2026.

Total AUM

$237M

Discretionary %

—

Clients

—

Employees

4

One filing on record

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$237M

Discretionary AUM$237M

Non-Discretionary AUM$0

Discretionary %—

Total Clients—

Team

Total Employees4

Investment Advisers7

Registration

SEC RegisteredYes

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

26th percentile

Composite rank among TX advisers

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

4 on record

From SEC Schedule A/B filings

Names, titles, ownership bands and control-person status for each.

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Client Demographics

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

CENTENNIAL ADVISORS, LLC

AUSTIN, TX

$237M

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+96.0% 1Y

VALTERRA PARTNERS LLC

AUSTIN, TX

$237M

0.0% 1Y

ALLBRIGHT FINANCIAL ADVISORS INC

DALLAS, TX

$238M

+9.2% 1Y

SPRINGVEST WEALTH MANAGEMENT, LLC

DALLAS, TX

$237M

COVALENCE INVESTMENT PARTNERS, L.P.

HOUSTON, TX

$238M

Browse all 2,814 advisers in Texas →

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Counts advisers in Texas reporting AUM on their latest Form ADV.

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