$54.7M Total AUM
$42.1M Disc. AUM
-- 3Y CAGR
4 Employees
320 ADV. Clients
18 yrs Firm Age
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- Custodian
- BNY Mellon · Interactive Brokers · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-16-2007
- Office Locations
- 1
Office Locations
1200 Brickell Ave. Suite 1700b Miami FL
About Wakeful
Wakeful is a Miami-based RIA. The firm has been operating for 18 years. Managing $54.7M in total assets under management, with 4 advisory representatives. They custody assets with BNY Mellon and Interactive Brokers.
Team overview
-- AVG AGE
$13.7M AVG AUM / ADVISOR
$170.9K AVG AUM / CLIENT
3.3 yrs AVG TENURE
4 Employees
4 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
A
ATILIO NICOLAS BODINI
DIRECTOR
- CRD
- --
- Ownership
- 75% or more
Available
Available
Available
O
OSCAR ALFREDO CULARI
Chief Operating Officer, Investment Adviser Representative, Managing Member
- CRD
- #7521994
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,100,000 | -- |
| Non-Discretionary | $12,600,000 | -- |
| Total | $54,700,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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