# Wake Wealth Management Co.

> Wake Wealth Management Co. is a state-registered investment advisory firm in Raleigh, NC, registered since 2011, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 14, 2026.

- CRD: 159170
- Filed as: WAKE WEALTH MANAGEMENT CO.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Raleigh, NC
- Filing period: October 2026
- Form ADV filing dated: September 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/159170
- AdvisorCensus page: https://advisorcensus.com/firm/wake-wealth-management-co-raleigh-nc-159170

## Quick answers

**How is Wake Wealth Management Co. compensated?**
On its Form ADV (Item 5.E, October 2026), Wake Wealth Management Co. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Wake Wealth Management Co. located?**
Wake Wealth Management Co.'s principal office is in Raleigh, NC, according to its Form ADV.

**Is Wake Wealth Management Co. registered with the SEC or a state?**
Wake Wealth Management Co. is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 159170.

**How much does Wake Wealth Management Co. manage?**
Wake Wealth Management Co. reports $12,556,617 in regulatory assets under management in its Form ADV filing dated September 14, 2026 (0% discretionary).

**What types of clients does Wake Wealth Management Co. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (46).

**Does Wake Wealth Management Co. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/159170

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $12,556,617
- Discretionary: $0
- Non-discretionary: $12,556,617

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 46 | $12,556,617 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2011 (15 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wakewealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wake Wealth Management Co. (CRD 159170): Form ADV filing data as of October 2026.