# Wakely Investment Management

> Wakely Investment Management is a state-registered investment advisory firm in Boston, MA, registered since 2013, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 14, 2026.

- CRD: 167206
- Filed as: WAKELY INVESTMENT MANAGEMENT
- Legal name: J Wakely Advisors, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: September 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/167206
- AdvisorCensus page: https://advisorcensus.com/firm/wakely-investment-management-boston-ma-167206

## Quick answers

**How is Wakely Investment Management compensated?**
On its Form ADV (Item 5.E, October 2026), Wakely Investment Management reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Wakely Investment Management located?**
Wakely Investment Management's principal office is in Boston, MA, according to its Form ADV.

**Is Wakely Investment Management registered with the SEC or a state?**
Wakely Investment Management is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 167206.

**How much does Wakely Investment Management manage?**
Wakely Investment Management reports $86,654,457 in regulatory assets under management in its Form ADV filing dated September 14, 2026 (86% discretionary).

**What types of clients does Wakely Investment Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (39); high net worth individuals (18).

**Does Wakely Investment Management 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/167206

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $86,654,457
- Discretionary: $74,689,373
- Non-discretionary: $11,965,084

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 39 | $15,452,673 |
| High net worth individuals | 18 | $67,438,535 |
| Charitable organizations | Fewer than 5 | $3,763,249 |

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

### Firm details
- Registered since: 2013 (13 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, LA, MA, ME
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wakely Investment Management (CRD 167206): Form ADV filing data as of October 2026.