Blakely Walters Wealth Management
Blakely Walters Wealth Management is an SEC-registered mass-market adviser in Scottsdale, AZ with $173.7M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Blakely Walters Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 324410, SEC 801-128098, data through 2026-04-27.
- AUM (assets under management / regulatory AUM)
- $173.7M (2026-04-27)
- Firm type
- Mass-Market Adviser
- Location
- Scottsdale, AZ
- Employees
- 7
- Clients
- 314
- CRD
- 324410
- Ownership
- BLAKELY, JAMES, CARLYLE; WALTERS, SLOAN, DYLAN; Keister, Kent, Dillon
How much AUM does Blakely Walters Wealth Management have?
Blakely Walters Wealth Management reported $173.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-27).
Who owns Blakely Walters Wealth Management?
Disclosed owners and executives of Blakely Walters Wealth Management include BLAKELY, JAMES, CARLYLE, WALTERS, SLOAN, DYLAN, Keister, Kent, Dillon. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.