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- Custodian
- Fidelity/NFS ยท Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-20-2013
- Office Locations
- 2
Office Locations
About Wakely Investment Management
Wakely Investment Management is a Massachusetts RIA (Boston/Wakefield) providing tailored wealth management, financial and estate planning, and portfolio construction for individuals and entrepreneurs. The firm emphasizes long-term, values-driven client relationships and builds diversified, risk-managed allocations using ETFs and mutual funds with fixed-income and real-estate exposure, with custody including Fidelity/NFS.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JONATHAN NORMAN WAKELY
Chief Compliance Officer, Managing Member
- CRD
- #4474772
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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JENNIFER LYNN MORRELL
--
- CRD
- #6560290
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $74,689,373 | -- |
| Non-Discretionary | $11,965,084 | -- |
| Total | $86,654,457 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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