This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$237MItem 5.F on the latest filing (2026-08-17); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$237M

Private client RAUM

$235MderivedItem 5.D individuals plus high net worth individuals

Private client share

99%derivedprivate client RAUM over total RAUM

Advisors on IAPD

5

RAUM per advisor

$47.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

7

Advisory employees

4

Offices

2Schedule D 1.F, beyond the principal office

Accounts

802

Individual clients

361

High net worth clients

55

SEC number

801-135705

CRD

341005

Filings on the tape

3

First filed

Mar 3, 2026

Latest filed

Aug 17, 2026

Organised

Limited Liability Company, TX

Website

awakenwealthpartners.com

• Occurred

  Jun 16, 2026
  Team lift-out

  4 advisors left Thrivent Advisor Network, LLC (Kingwood, TX) for Awaken Wealth Partners LLC on the same day

  Form ADVobserved 3 days ago
  4 advisors

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7c49ee26-7e0d-9dd4-2d80-54f264cb3dc4

First observed

Mar 3, 2026

Last observed

Aug 17, 2026 33 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.