RIA Intel›Advisers›Massachusetts›J WAKELY ADVISORS, LLC

J WAKELY ADVISORS, LLC

Advisory

BOSTON, MA

Data as of Apr 23, 2026 · Source: SEC Form ADV

Rank in MA

#1,035

of 1,590 advisers by AUM

Average account

$667K

across 130 accounts

AUM per adviser

$29M

3 advisers

Source: SEC Form ADV. Figures as filed Apr 23, 2026.

Total AUM

$87M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$87M

Discretionary AUM$75M

Non-Discretionary AUM$12M

Discretionary %86.2%

Total Clients57

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, LA, MA, ME

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

57 clients

18 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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