Awaken Wealth Partners Llc
- Regulatory AUM
- $237M
- Discretionary
- $237M
- Clients
- 417
- Avg AUM / client
- $569K
- Accounts
- 802
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 361 | $114M | 47.9% |
| High net worth individuals | 55 | $122M | 51.3% |
| Pension and profit sharing plans | 1 | $2.1M | 0.89% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Blair Greenwood | Registered representative | CFP | May 2026 (0y) | |
| Gregory Paul Bickhart | Registered representative | May 2026 (0y) | ||
| Jonathan Paul Hoyme | Registered representative | CFP | May 2026 (0y) | |
| Matthew Morris Miller | Registered representative | May 2026 (0y) | ||
| Ryan David Christensen | Registered representative | CFP | May 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/15/2026 | 972 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Fidelity Brokerage Services $212M (89% of AUM) Aug 2026
- Charles Schwab & Co. $25.8M (11% of AUM) Aug 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 17, 2026.
View current Form ADV (SEC/IAPD) ↗