# Wake Wealth Management Co.

Wake Wealth Management Co. is a Multi Family Office based in Raleigh.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Raleigh
- **Assets under management:** Undisclosed
- **Website:** wakewealth.com

## Regulatory record

- **CRD number:** 159170
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/159170

## About

Wake Wealth Management Co. is regulated as a Fiduciary and provides Individual Financial Planning and Wealth Management services. It does not manage money on a Discretionary basis for an Investment Advisory Fee; it does financial planning, including investment advice. The firm works with Non-Profits and their Donors and is expert in Charitable Planning. It serves clients in Raleigh, North Carolina, throughout Wake County, and the Triangle on a pay-as-you-go hourly basis or a quarterly retainer fee.

## People

- Troy Smith
- Troy Smith

## Related profiles

- [Wazee Street Capital Management LLC](https://altss.com/profile/wazee-street-capital-management-llc)
- [Brick Street Equity Management](https://altss.com/profile/brick-street-equity-management-llc)

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Last updated: 2026-08-11T15:08:32.892Z

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