Blakely Walters Wealth Management LLC
● SEC registered since 2023CRD 324410SEC# 801-128098Scottsdale, AZ
Reg. AUM
$173.7M
Employees
7
Accounts
548
Location
Scottsdale, AZ
Blakely Walters Wealth Management LLC assets under management
Blakely Walters Wealth Management LLC operates as an SEC-registered investment adviser based in Scottsdale, AZ. The firm has been registered since 2023. It reports $173.7 million in regulatory assets under management and employs 7 people.
Blakely Walters Wealth Management LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Carlyle Blakely Control | Managing Partner | 50-75% | 2009 |
| Kent Dillon Keister Control | Cco | Under 5% | 2026 |
| Sloan Dylan Walters Control | Managing Partner | 50-75% | 2009 |
Frequently asked questions
How much does Blakely Walters Wealth Management LLC manage?
Blakely Walters Wealth Management LLC reports $173.7 million in regulatory assets under management on its Form ADV.
How many employees does Blakely Walters Wealth Management LLC have?
Blakely Walters Wealth Management LLC reports 7 employees.
Where is Blakely Walters Wealth Management LLC located?
Blakely Walters Wealth Management LLC is based in Scottsdale, AZ and has been SEC-registered since 2023.
Does Blakely Walters Wealth Management LLC disclose fund performance?
Blakely Walters Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3333 N Hayden Road, Scottsdale, AZ 85251 |
| Phone | 480-776-5897 |
| Office hours | 8 a.m. - 5 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$173.7M▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$173.7Mregulatory AUM
Discretionary $173.7M