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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Arizona
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BLAKELY, JAMES, CARLYLE | I | MANAGING PARTNER | D | Control |
| BLAKELY, JAMES, CARLYLE | I | MANAGING PARTNER | D | Control |
| BLAKELY, JAMES, CARLYLE | I | MANAGING PARTNER | D | Control |
| BLAKELY, JAMES, CARLYLE | I | MANAGING PARTNER | D | Control |
| BLAKELY, JAMES, CARLYLE | I | MANAGING PARTNER | D | Control |
| BLAKELY, JAMES, CARLYLE | I | MANAGING PARTNER | D | Control |
| WALTERS, SLOAN, DYLAN | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| WALTERS, SLOAN, DYLAN | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| WALTERS, SLOAN, DYLAN | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| WALTERS, SLOAN, DYLAN | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| WALTERS, SLOAN, DYLAN | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| WALTERS, SLOAN, DYLAN | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (5)
AZ CA CO FL TX
Address
3333 N HAYDEN ROADSCOTTSDALE, AZ 85251
United States
Phone: 480-776-5895