Blakely Walters Wealth Management
Firm details
- Headquarters
- Scottsdale, Arizona
- CRD number
- 324410
- Registered since
- June 9, 2023
- Website
- www.blakelywalters.com
- Custodians
- SEI INVESTMENTS DISTRIBUTION CO.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals50.32%
- HNWI49.68%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Blakely Walters Wealth Management is an independent, SEC-registered registered investment adviser organized as an LLC and owner-operated. The firm describes its client base as individuals and families and bills on a mix of asset-based fees and fixed fees. Advisory services include financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, and the selection of external advisers. The firm identifies itself as a capital allocator and does not position as an ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities92%
- Investment Grade Corp Bonds6%
- US Government Bonds1%
- Cash & Cash Equivalents1%
Contacts
3 of 6
Sloan Walters
Co-FounderCRD 5311161
Paul Butler
Wealth ManagerCRD 7025624
James Blakely
Registered RepresentativeCRD 4629489
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Scottsdale, AZ
Maricopa
Location
Scottsdale, AZ
Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- Maricopa
- Address
- 3333 N Hayden Rd
- Time zone
- MT (UTC-7)
- Office locations
Similar firms
Pravati Capital LLC
RIAScottsdale, AZ
Wealth Management Solutions
RIAScottsdale, AZ
Ascent Capital Partners, LLC
RIAScottsdale, AZ
Scottsdale Wealth Planning, Inc.
RIAScottsdale, AZ
Wealth Engineering, LLC
RIAScottsdale, AZ
C2C Wealth Management, LLC
RIAScottsdale, AZ