Wakely Investment Management

RIASEC Registered
Total AUM
$86.7M
Discretionary
$74.7M
86% of AUM
Avg account
$667K
Accounts
130
Employees
3
Advisory reps
2

Firm details

Headquarters
Boston, Massachusetts
CRD number
167206
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM
Client types
  • HNWI77.82%
  • Individuals17.83%
  • Charitable Organizations4.34%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Wakely Investment Management is an independent, individually owned LLC that provides fee-based wealth management primarily to individuals and families. The firm charges a percentage-of-assets fee and focuses on financial planning and portfolio management for individuals and small businesses. It does not self-identify as an active ESG investor, is not multi-state registered, and does not act as a pension consultant or broader capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 38%, Exchange Traded Equities 36%, Cash & Cash Equivalents 22%, US Government Bonds 2%, Private Funds 2%, Derivatives 1%38%
  • Public Funds/Mutual Funds38%
  • Exchange Traded Equities36%
  • Cash & Cash Equivalents22%
  • US Government Bonds2%
  • Private Funds2%

Contacts

2 of 2
  • Jonathan Wakely

    Managing PartnerCRD 4474772

  • Jennifer Morrell

    Financial PlannerCRD 6560290

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Boston, MA

Suffolk

Location

Boston, MA

Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Suffolk
Address
1 Boston Pl
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth