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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Blakely Walters Wealth Management LLC
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|---|---|
| CRD # | 324410 |
| SEC # | 801-128098 |
| CIK # | |
| AUM | $145.6 M (2025-03-31) |
| Employees | 6 (67% Investors, 17% Brokers) |
| Phone | 480-776-5895 |
| Address | 3333 N Hayden Road Scottsdale, AZ 85251 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 226 | 71.1 |
| (b) Individuals (high net worth individuals) | 35 | 74.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 525 | 145.6 |
| By Discretionary | ||
| Discretionary | 525 | 145.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 525 | 145.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 145.6 | |
| Total | 525 | 145.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Jemma Investment Advisors LLC
✚
|
MD | 0.1 |
|
Allegiance Financial Group Inc
✚
|
ME | 0.1 |
|
TEPP RIA LLC
✚
|
NJ | 0.1 |
|
Genereux Investment Management Inc
✚
|
0.1 | |
|
Creative Investment Group LLC
✚
|
TN | 0.1 |
|
Wickham Financial Group Inc
✚
|
GA | 0.1 |
|
Financial Partners LLC
✚
|
NM | 0.1 |
|
Pacesetter Financial Group LLC
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|
IL | 0.1 |
|
Horowitz & Company Inc
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|
FL | 0.1 |
|
SIMA Wealth Partners LLC
✚
|
VA | 0.1 |