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AWAKEN WEALTH PARTNERS LLC

HOUSTON, TX · CRD 341005 · IAPD ↗ · awakenwealthpartners.com · 281-358-0134

$237.3MRegulatory AUM
4Advisory reps
7Employees
0Clients
101-250Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
September 2026 — AWAKEN WEALTH PARTNERS LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
September 2026 — AWAKEN WEALTH PARTNERS LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
September 2026 — AWAKEN WEALTH PARTNERS LLC reports 101-250 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
55
June 2026 — MEADOWCREST WEALTH MANAGEMENT is now doing business as AWAKEN WEALTH PARTNERS LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
95
May 2026 — MEADOWCREST WEALTH MANAGEMENT (HOUSTON, TX) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.