WAKELY INVESTMENT MANAGEMENT

WAKELY INVESTMENT MANAGEMENT of BOSTON, MA is an SEC-registered investment adviser (CRD 167206). Regulatory assets under management: $86.7M.

Registration

• CRD: 167206
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 167206 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search