RIA Intel›Advisers›North Carolina›WAKE WEALTH MANAGEMENT CO.

WAKE WEALTH MANAGEMENT CO.

Advisory

RALEIGH, NC

Data as of May 4, 2026 · Source: SEC Form ADV

Average account

$292K

across 43 accounts

AUM per adviser

$6M

2 advisers

Source: SEC Form ADV. Figures as filed May 4, 2026.

Total AUM

$13M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$13M

Discretionary AUM$0

Non-Discretionary AUM$13M

Discretionary %0%

Total Clients46

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InNC

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

46 clients

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

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Advisers of similar size in NC

Closest by assets under management. All figures from Form ADV.

NORTHSIDE GROUP WEALTH MANAGEMENT, LLC

$13M

STONE LEGACY CAPITAL LLC

$12M

CREATIVEVEST INC

$12M

SPARK ASSET MANAGEMENT GROUP, LLC

STATESVILLE, NC

$13M

PROVIDENCE CAPITAL MANAGEMENT INC

$13M

MASTER PLAN WEALTH MANAGEMENT, L.L.C.

$12M

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