Wake Wealth Management
Finance · North Carolina, United States · 11-50 Employees
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Overview
Headquarters
4509 Creedmoor Rd Ste 201, Raleigh, Nort...Phone Number
(919) 570-3300Website
www.wakewealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Wake Wealth Management
Wake Wealth Management Co. provides objective and independent financial planning and wealth management services in Raleigh, Durham, and the Triangle area. They operate as fiduciaries, offering hourly or retainer-based financial planning without managing money on a discretionary basis. The firm specializes in individual financial planning, investment advice, and charitable planning for non-profits and their donors. Their clients include individuals and organizations seeking tailored financial strategies to meet their goals.Explore more
Popular SearchesWake Wealth Management CoSIC Code 62,628NAICS Code 52,523Show more
Wake Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Wake Wealth Management
<$5M
11-50
Private
-
2011
PG
Philip GiordanoLicensed Associate and Investment Advisor
Company Profile Activity
Activity Insights
Wake Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Wake Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Wake Wealth Management.
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Wake Wealth Management Co. provides objective and independent financial planning and wealth management services in Raleigh, Durham, and the Triangle area. They operate as fiduciaries, offering hourly or retainer-based financial planning without managing money on a discretionary basis. The firm specializes in individual financial planning, investmen... Read More
