| Name | Title | Ownership | Since |
|---|---|---|---|
| James Carlyle Blakely Control | Managing Partner | 50-75% | 2009 |
| Sloan Dylan Walters Control | Managing Partner And Chief Compliance Officer | 50-75% | 2009 |
Blakely Walters Wealth Management LLC reports $145.6 million in regulatory assets under management on its Form ADV.
Blakely Walters Wealth Management LLC reports 6 employees.
Blakely Walters Wealth Management LLC is based in Scottsdale, AZ and has been SEC-registered since 2023.
Blakely Walters Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $145.6M |
| Non-discretionary | $0 |
| Total (RAUM) | $145.6M |