# WAKELY INVESTMENT MANAGEMENT

WAKELY INVESTMENT MANAGEMENT of BOSTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 167206
- Type: SEC-registered investment adviser
- Location: ONE BOSTON PLACE, BOSTON, MA, 02108
- Phone: (617) 850-9091
- Latest filing: 2026-04-23
- Regulatory AUM: $86.7M
- Discretionary AUM: $74.7M
- Non-discretionary AUM: $12.0M
- Clients: 3
- Accounts: 130

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/167206/brochure
- Similar advisers: https://search.stillhousedata.com/firm/167206/similar
- Related entities: https://search.stillhousedata.com/firm/167206/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/167206

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.