WAKE WEALTH MANAGEMENT CO.

WAKE WEALTH MANAGEMENT CO. of RALEIGH, NC is an SEC-registered investment adviser (CRD 159170). Regulatory assets under management: $12.6M.

Registration

• CRD: 159170
• Type: Registered investment adviser
• Location: 4509 CREEDMOOR ROAD, RALEIGH, NC, 27612
• Phone: 919-570-3300
• Latest filing: 2026-05-04
• Regulatory AUM: $12.6M
• Non-discretionary AUM: $12.6M
• Clients: 2
• Accounts: 43

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 159170 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search