Wakely Investment Management
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 167206
- Website
- www.wakelyinvest.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds38%
- Exchange Traded Equities36%
- Cash & Cash Equivalents22%
- US Government Bonds2%
- Private Funds2%
Contacts
2 of 2Jonathan Wakely
Managing PartnerCRD 4474772
Jennifer Morrell
Financial PlannerCRD 6560290
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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