Wake Wealth Management Company

Wake Wealth Management Company (CRD# 159170) is a financial advisory firm headquartered in Raleigh, NC. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Wake Wealth Management Company
Showing 1 - 3 of 3 top financial advisors.
1
Kevin F. Hopkins
CRD#: 1461234
8601 Six Forks Rd, Suite 400, Raleigh, NC 27615
93
Wealthminder
score

Kevin Hopkins (CRD# 1461234) is an Investment Advisor Representative working at Wake Wealth Management Company in Raleigh, NC and has over 30 years of experience in the finance industry.

2
Troy M. Smith
CRD#: 1962458
3737 Glenwood Avenue, Suite 100, Raleigh, NC 27612
84
Wealthminder
score

Troy Smith (CRD# 1962458) is an Investment Advisor Representative working at Wake Wealth Management Company in Raleigh, NC and has over 26 years of experience in the finance industry. Troy Smith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Philip M. Giordano
CRD#: 6167919
3737 Glenwood Avenue, Suite 100, Raleigh, NC 27612
76
Wealthminder
score

Philip Giordano (CRD# 6167919) is an Investment Advisor Representative working at Wake Wealth Management Company in Raleigh, NC and has over 2 years of experience in the finance industry.

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