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WAKE WEALTH MANAGEMENT CO.
CRD 159170
4509 CREEDMOOR ROAD, SUITE 201, RALEIGH, NC, 27612, United States
Phone
919-570-3300
Fax
910-246-1400
Registration
— (—)
Source
State registered
Total AUM
$12.6M
Discretionary AUM
$0
Team
2 total employees; 2 advisory reps; 46 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-05-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 46 | $12.6M |
All web addresses on file
Official SEC filing: View on IAPD