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BLAKELY WALTERS WEALTH MANAGEMENT
BLAKELY WALTERS WEALTH MANAGEMENT LLC
CRD 324410 · SEC 801-128098
3333 N HAYDEN ROAD, SCOTTSDALE, AZ, 85251, United States
Phone
480-776-5897
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$173.7M
Discretionary AUM
$173.7M
Team
7 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 261 | $87.4M |
| High net worth individuals | 53 | $86.3M |
States served
AZ, CA, CO, NC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD