Wake Wealth Management Co
Firm details
- Headquarters
- Raleigh, North Carolina
- CRD number
- 159170
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Wake Wealth Management Co. is an independently owned registered investment adviser operating as a corporation that serves individual and family clients. The firm offers financial planning and portfolio management for individuals and small businesses, and it charges a mix of fees: a percentage of assets under management, hourly fees, and fixed fees. Wake Wealth is not an active ESG investor and does not identify as a capital allocator; its model appears focused on advising client portfolios rather than running external fund platforms.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Contacts
2 of 2
Philip Giordano
Registered AssistantCRD 6167919
Troy Smith
Independent Financial PlannerCRD 1962458
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Raleigh, NC
Wake
Location
Raleigh, NC
Headquartered in Raleigh, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.
- Metro area
- Raleigh-Durham-Cary, NC
- Region
- South
- County
- Wake
- Address
- 4509 Creedmoor Rd
- Time zone
- ET (UTC-5)
- Office locations
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