WAKE WEALTH MANAGEMENT CO.

Overview

Wake Wealth Management Co. is an independent, privately owned registered investment adviser organized as a corporation that focuses on individual and family clients. Its advisory services center on financial planning and discretionary portfolio management for individuals and small businesses, and it bills clients through a mix of percentage-of-AUM fees as well as hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor, does not operate as a capital allocator, and reports a single-state operating footprint rather than multi-state advisory coverage.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices