DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Awaken Wealth Partners LLC
Latest filing Aug 17, 2026
First filing on the tape Mar 3, 2026 · 3 filings
SEC status approved since Apr 13, 2026
RAUM
$237M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
99%
$235M individuals and HNW
Advisors
5
registered through the firm on IAPD
RAUM per advisor
$47.5M
derived; firm RAUM over IAPD count
Employees
7
4 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
3 filings and snapshots on the tape
RAUM$237M as of Aug 17, 2026
Mar 3, 2026$0 then
HNW client RAUM: $122M
State-registered IARs (5.B.3)4 as of Aug 17, 2026
Mar 3, 20264 then
Employees (5.A)7 as of Aug 17, 2026
Mar 3, 20268 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Aug 17, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $47.5MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 83derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.2MderivedHNW RAUM over HNW clients
- Average account
- $295,844derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.9%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.4derivedItem 5.A over advisors
- Advisors per office
- 1.7derived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers, educational seminarsreportedItem 5.G
- Wrap fee program
- $237MreportedItem 5.I
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$122M51%
- Individuals$114M48%
- Pension and profit-sharing plans$2.1M0.9%
- Individual clients
- 361reported
- HNW clients
- 55reported
- Pension plan clients
- 1reported
- Charitable clients
- n/areported
- Accounts
- 802reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
5 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Gregory Paul Bickhart | Houston, Tx | May 17, 2026 | 22 y | 2 |
| Matthew Morris Miller | Houston, Tx | May 17, 2026 | 14 y | 2 |
| Blair GreenwoodCertified Financial Planner | Houston, Tx | May 17, 2026 | 10 y | 2 |
| Ryan David ChristensenCertified Financial Planner | Houston, Tx | May 17, 2026 | 13 y | 3 |
| Jonathan Paul HoymeCertified Financial Planner | Houston, Tx | May 17, 2026 | 32 y | 2 |
Advisor movement
0 left, 5 joined in 12 months
net +5 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Jonathan Paul Hoyme from Thrivent Advisor Network, LLCMay 17, 2026 · Affiliated broker-dealer or bank to a newly registered adviser
- Gregory Paul Bickhart from Thrivent Advisor Network, LLCMay 17, 2026 · Affiliated broker-dealer or bank to a newly registered adviser
- Matthew Morris Miller from Thrivent Advisor Network, LLCMay 17, 2026 · Affiliated broker-dealer or bank to a newly registered adviser
- Blair Greenwood from Thrivent Advisor Network, LLCMay 17, 2026 · Affiliated broker-dealer or bank to a newly registered adviser
- Ryan David Christensen from Thrivent Advisor Network, LLCMay 17, 2026 · Affiliated broker-dealer or bank to a newly registered adviser
Teams: two or more advisors moving together within fourteen days, from one state
- 4 joined from Thrivent Advisor Network, LLCJun 16, 2026 · Kingwood, Tx
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Paul Jonathan Hoyme · Cfo & Senior Wealth Advisorcontrolsince 05/2026 · owns 50% to 75%
- Morris Matthew Miller · Ceo & Senior Wealth Advisorcontrolsince 05/2026 · owns 50% to 75%
- Lara Carly Kleiman · Chief Compliance Officersince 08/2026 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Houston, Tx · principal | 5 | 5 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- business activity changedChange between filings · filing Aug 17, 2026pension consulting (Item 5.G.6): no on the filing of 2026-05-15, yes on the filing of 2026-08-17peers: independent wealth managers, $100M to $500M (5,676)
- compensation changedChange between filings · filing Aug 17, 2026hourly charges (Item 5.E.2): yes on the filing of 2026-05-15, no on the filing of 2026-08-17peers: independent wealth managers, $100M to $500M (5,676)
What changed
consecutive filings, newest first
- Accounts · 0 to 802May 15, 2026 to Aug 17, 2026
- Advisory activities · 4 to 6May 15, 2026 to Aug 17, 2026
- HNW clients · unset to 55.0May 15, 2026 to Aug 17, 2026
- Individual clients · unset to 361.0May 15, 2026 to Aug 17, 2026
- Pension plan clients · unset to 1.0May 15, 2026 to Aug 17, 2026
- Employees · 8 to 7May 15, 2026 to Aug 17, 2026
- Insurance-licensed employees · 4 to 0May 15, 2026 to Aug 17, 2026
- Financial planning clients · 0 to 101-250May 15, 2026 to Aug 17, 2026
- Other offices · 3 to 2May 15, 2026 to Aug 17, 2026
- Discretionary RAUM · $0 to $237MMay 15, 2026 to Aug 17, 2026
- HNW RAUM · unset to 121614281.0May 15, 2026 to Aug 17, 2026
- Individual RAUM · unset to 113552136.0May 15, 2026 to Aug 17, 2026
- Pension RAUM · unset to 2100148.0May 15, 2026 to Aug 17, 2026
- RAUM · $0 to $237MMay 15, 2026 to Aug 17, 2026
- Business name · MEADOWCREST WEALTH MANAGEMENT to AWAKEN WEALTH PARTNERS LLCMar 3, 2026 to May 15, 2026
- Legal name · MEADOWCREST WEALTH MANAGEMENT LLC to AWAKEN WEALTH PARTNERS LLCMar 3, 2026 to May 15, 2026
- Related adviser · true to falseMar 3, 2026 to May 15, 2026
Signals
1 dated events
- 4 advisors left Thrivent Advisor Network, LLC (Kingwood, TX) for Awaken Wealth Partners LLC on the same dayJun 16, 2026 · Team lift-out · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 281-358-0134reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 281-807-2626reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 770-460-5421reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/awakenwealthpartnersreportedpublic record, Form ADV, Sep 17, 2026
- Website
- awakenwealthpartners.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 281-358-0134reportedpublic record, Form ADV, Aug 17, 2026
- Team page
- awakenwealthpartners.com/our-team-2reportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $47.5Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026