WAKEFUL

WAKEFUL of MIAMI, FL is an SEC-registered investment adviser (CRD 144640). Regulatory assets under management: $54.7M.

Registration

• CRD: 144640
• Type: Registered investment adviser
• Location: 1200 BRICKELL AVE., MIAMI, FL, 33131
• Phone: (305) 582-3796
• Latest filing: 2026-04-23
• Regulatory AUM: $54.7M
• Discretionary AUM: $42.1M
• Non-discretionary AUM: $12.6M
• Clients: 4
• Accounts: 320

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 144640 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search