WAKELY INVESTMENT MANAGEMENT

Overview

Wakely Investment Management is an independent, individually owned RIA organized as an LLC that serves primarily individual and family clients. The firm charges advisory fees as a percentage of assets under management and focuses on financial planning and portfolio management for individuals and small businesses. Its filings indicate it is not an active ESG investor, not positioned as a multi-state adviser, and does not identify as a capital allocator or pension consultant. The firm maintains a multi-office footprint (four locations in total) and custodies client assets at Fidelity Brokerage Services LLC.

Assets & Accounts

Public Holdings

Investments & Alternatives