$12.6M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
92 ADV. Clients
14 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-26-2011
- Office Locations
- 1
Office Locations
4509 Creedmoor Road Suite 201 Raleigh NC
About Wake Wealth Management Co.
Wake Wealth Management Co. is a Raleigh, NC–based retail RIA providing financial and investment planning, including tax and estate planning and insurance/risk management. The firm builds client portfolios primarily with ETFs (SMA assets reported as 100% ETFs) and emphasizes asset allocation. Led by President/CCO Troy McKay Smith.
Team overview
-- AVG AGE
$6.3M AVG AUM / ADVISOR
$136.5K AVG AUM / CLIENT
13.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
14yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
Troy McKay Smith
Chief Compliance Officer, President
- CRD
- #1962458
- Ownership
- 75% or more
Available
Available
Available
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P
Philip Mario Giordano
--
- CRD
- #6167919
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $12,556,617 | -- |
| Total | $12,556,617 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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