Wake Wealth Management Company

Wake Wealth Management Company (CRD# 159170) is a financial advisory firm headquartered in Raleigh, NC. They manage $6,250,000 in 57 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4509 Creedmoor Road, Suite 201, Suite 201, Raleigh, NC 27612
https://www.wakewealth.com
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    57
    ACCOUNTS
  • Average Account Value
    $109,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Wake Wealth Management Company
Showing 1 - 2 of 2 top financial advisors.
1
Philip Giordano, financial advisor Raleigh NC
Philip M. Giordano
CRD#: 6167919
4509 Creedmoor Road, Suite 201, Suite 201, Raleigh, NC 27612

Philip Giordano (CRD# 6167919) is an Investment Advisor Representative working at Wake Wealth Management Company in Raleigh, NC and has over 9 years of experience in the finance industry.

2
Troy Smith, financial advisor Raleigh NC
Troy M. Smith
CRD#: 1962458
4509 Creedmoor Road, Suite 201, Suite 201, Raleigh, NC 27612

Troy Smith (CRD# 1962458) is an Investment Advisor Representative working at Wake Wealth Management Company in Raleigh, NC and has over 33 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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