BLAKELY WALTERS WEALTH MANAGEMENT LLC
Legal name: BLAKELY WALTERS WEALTH MANAGEMENT
CRD #324410 SEC #801-128098 SCOTTSDALE, AZ 480-776-5895
SEC Registered
Total AUM
$145.6M
Discretionary
$145.6M
Employees
6
Clients
0
Accounts
525
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $145.6M | $145.6M | $0 | 6 | 0 |
| Mar 2024 | $117M | $117M | $0 | 5 | 0 |
| Oct 2023 | $100.3M | $100.3M | $0 | 5 | 0 |
| Jun 2023 | $0 | $0 | $0 | 6 | 0 |
| Jun 2023 | $0 | $0 | $0 | 6 | 0 |
| May 2023 | $0 | $0 | $0 | 6 | 0 |
DateMar 2025
Total AUM$145.6M
Discretionary$145.6M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$117M
Discretionary$117M
Non-Disc.$0
Employees5
Clients0
DateOct 2023
Total AUM$100.3M
Discretionary$100.3M
Non-Disc.$0
Employees5
Clients0
DateJun 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateJun 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateMay 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0