W
$22.3M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
25 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-01-2001
- Office Locations
- 1
Office Locations
-- Wake Forest NC
About Wakefield Financial Planning, LLC
Wakefield Financial Planning, LLC is a Wake Forest-based RIA. The firm has been operating for 25 years. Managing $22.3M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$22.3M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
25.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
25yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
M
MICHAEL S BLAWAS
Investment Advisor, President
- CRD
- --
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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No contact records available.
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $22,317,784 | -- |
| Total | $22,317,784 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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