# WAKEFUL

WAKEFUL is a RIA based in Miami, Estados Unidos.

## Overview

- **Organization type:** RIA
- **Headquarters:** Miami, Estados Unidos
- **Assets under management:** Undisclosed
- **Website:** wakeful.io
- **LinkedIn:** https://www.linkedin.com/company/wakeful

## Regulatory record

- **CRD number:** 144640
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/144640

## About

Wakeful is a digital wealth manager registered in the United States that combines technology and human expertise to offer fully digital financial management. It provides patrimonial advisory and actively manages each client's investment portfolio, enabling investment in the U.S. stock market from Latin America. It operates under Oaks Valley Financial Services, LLC as a Registered Investment Advisor (RIA) in Florida.

## Questions

### Who manages investment decisions at WAKEFUL?

No named investment decision-makers have been publicly identified for WAKEFUL. The firm's principals and investment committee members are not disclosed in any known filings or media reports.

### What is the wealth origin behind WAKEFUL?

The source of wealth for WAKEFUL has not been publicly disclosed. It is unclear whether the capital originates from a single family, a group of families, or another institutional source.

### Does WAKEFUL participate in direct investments or fund commitments?

Public records do not document any direct investments, fund commitments, or co-investment activity by WAKEFUL. The firm's investment vehicle preferences remain unknown.

### What sectors does WAKEFUL focus on?

WAKEFUL has not publicly stated any sector preferences. No confirmed portfolio companies or investment themes are available from external sources.

### Where is WAKEFUL headquartered?

The firm's headquarters location has not been publicly identified. No address or office locations are available in any known records.

## Related profiles

- [Mendoza Wealth Management](https://altss.com/profile/mendoza-wealth-management)
- [Affinity Financial LLC](https://altss.com/profile/affinity-financial-llc)

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

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