Blake Wealth Strategies
Firm details
- Headquarters
- ,
- CRD number
- 306809
- Website
- blakewealthstrategies.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Blake Wealth Strategies is a small, independent RIA organized as an LLC that serves individual and family clients. The firm combines financial planning and portfolio management for individuals and small businesses with services that include pension consulting and selecting third‑party advisers. It also operates as an insurance broker and bills clients via a mix of asset‑based fees, fixed fees and other arrangements. The firm identifies as a capital allocator and, based on available disclosures, does not position itself as an ESG investor or a multi‑state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- Public Funds/Mutual Funds30%
- US Government Bonds5%
- Cash & Cash Equivalents5%
Contacts
1 of 1
Jason Blake
Investment Advisor RepresentativeCRD 6661310
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Sunset Retirement Advisors LLC
RIAProvo, UT
Aduna Capital
RIANorwalk, CA