Awaken Wealth Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, and educational seminars. Financial planning was provided to 101–250 clients last fiscal year.
Awaken Wealth Partners reports 417 clients. They include 361 individual clients, 55 high-net-worth individuals and 1 pension or profit-sharing plan. Of its assets, 100.0% ($237M across 802 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $237M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 87% | 48% |
| High-net-worth individuals | 13% | 51% |
| Pension and profit-sharing plans | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 361 | $114M | 47.9% | $315K |
| High-net-worth individuals | 55 | $122M | 51.3% | $2.21M |
| Pension and profit-sharing plans | Fewer than 5 | $2.1M | 0.9% | $2.1M |
| Total | 417 | $237M | 100% | — |
- Clients
- 361
- Regulatory AUM
- $114M
- AUM share
- 47.9%
- Avg. per client
- $315K
- Clients
- 55
- Regulatory AUM
- $122M
- AUM share
- 51.3%
- Avg. per client
- $2.21M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.1M
- AUM share
- 0.9%
- Avg. per client
- $2.1M
Total
- Clients
- 417
- Regulatory AUM
- $237M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Awaken Wealth Partners charges 0.775%–1.50% for its Awaken Wrap Fee Program. The brochure does not state whether the rate is annual. The fee is billed in advance, is negotiable and requires an account of at least $500,000. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- Financial planning is charged a fixed fee of up to $50,000 or an hourly rate of up to $1,500, depending on the complexity of the plan.
Jonathan Hoyme owns 50% to 75% of Awaken Wealth Partners. The leadership team of Awaken Wealth Partners includes Chief Compliance Officer Carly Kleiman. It has 7 employees, 4 of them in advisory roles.
Leadership
- Carly KleimanChief Compliance Officer
Jonathan HoymeCFO & Senior Wealth Advisor
Matthew MillerCEO & Senior Wealth Advisor
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
Staff
- 7 employees
- 4 in advisory functions
- 4 state-registered reps
- 1 insurance agent
- Owns 50% to 75% of Awaken Wealth Partners LLC
Jonathan Hoyme
Control person · since May 2026
- Owns 50% to 75% of Awaken Wealth Partners LLC
Matthew Miller
Control person · since May 2026
Besides its headquarters, Awaken Wealth Partners has 2 offices, with 3 listed addresses in Texas.
Texas · 3 listed addresses
- 19450 Tomball Parkway, Suite 150, HoustonHQ
- 700 Rockmead Drive, Kingwood
- 1234 Bay Area BLVD., Houston
Contact and registration details
- Legal name
- Awaken Wealth Partners LLC
- Headquarters
- 19450 Tomball Parkway, Suite 150, Houston, TX 77070
- Website
- awakenwealthpartners.com
- Phone
- 281-358-0134
- @awakenwealthpartners
- SEC file
- 801-135705
- Structure
- Texas LLC
- Fiscal year end
- December
Awaken Wealth Partners uses Fidelity ($212M, 89%) and Charles Schwab ($25.8M, 11%) as custodians for its separately managed accounts. Awaken Wealth Partners does not have custody of client assets.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $212M89%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $25.8M11%
At year end, Awaken Wealth Partners’ separately managed accounts were mostly in stocks (53%) and funds (44%).
What the accounts hold
- Stocks53%
- Funds44%
- Bonds2%
- Cash1%
How many clients does Awaken Wealth Partners have?
Awaken Wealth Partners has 417 clients and manages $237 million for them, as of August 2026. They include 361 individual clients, 55 high-net-worth individuals and 1 pension or profit-sharing plan.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 August 2026
What services does Awaken Wealth Partners offer?
Awaken Wealth Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Awaken Wealth Partners charge?
Awaken Wealth Partners charges 0.775%–1.50% for its Awaken Wrap Fee Program. The brochure does not state whether the rate is annual. The fee is billed in advance, is negotiable and requires an account of at least $500,000.
Source: AWAKEN WEALTH PARTNERS ADV PART 2A 8-17-2026, filed 17 August 2026
Which custodians does Awaken Wealth Partners use?
Awaken Wealth Partners’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $212M and Charles Schwab & Co., Inc. (Westlake, TX), with $25.8M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 August 2026
How many financial advisors does Awaken Wealth Partners have?
Awaken Wealth Partners has 4 investment adviser representatives registered with state securities authorities, out of 7 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Awaken Wealth Partners invest in?
At the end of its last fiscal year, Awaken Wealth Partners’ separately managed accounts held 53% exchange-traded equities, 44% registered funds (mutual funds, ETFs, BDCs), 2% U.S. government and agency bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Awaken Wealth Partners have a minimum investment?
Yes, Awaken Wealth Partners’ minimum account size for its Awaken Wrap Fee Program is $500K.
Source: AWAKEN WEALTH PARTNERS ADV PART 2A 8-17-2026, filed 17 August 2026
Who owns Awaken Wealth Partners?
Awaken Wealth Partners’ direct owners are Jonathan Hoyme (50% to 75%) and Matthew Miller (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 17 August 2026
How does Awaken Wealth Partners get paid?
Awaken Wealth Partners is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Awaken Wealth Partners?
Awaken Wealth Partners’ main office is at 19450 Tomball Parkway, Suite 150, Houston, TX 77070. Its phone number is 281-358-0134. Its website is awakenwealthpartners.com.