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WAKELY INVESTMENT MANAGEMENT
J WAKELY ADVISORS, LLC
CRD 167206
ONE BOSTON PLACE, SUITE 2600, BOSTON, MA, 02108, United States
Phone
(617) 850-9091
Fax
(617) 690-0144
Registration
— (—)
Source
State registered
Total AUM
$86.7M
Discretionary AUM
$74.7M
Team
3 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 39 | $15.5M |
| High net worth individuals | 18 | $67.4M |
All web addresses on file
Official SEC filing: View on IAPD