B
$3.5M Total AUM
$3.5M Disc. AUM
-- 3Y CAGR
1 Employees
78 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Capital
- Established Date
- 04-03-2020
- Office Locations
- 1
Office Locations
-- Grand Forks ND
About Blake Wealth Strategies
Blake Wealth Strategies (Jake Blake) serves families and businesses around Grand Forks, ND and Buffalo, MN, providing fiduciary financial planning and ongoing asset management built around custom investment strategies for short- and long-term goals. Portfolios primarily use ETFs and mutual funds with some fixed income exposure, with Charles Schwab as a key custodian.
Team overview
48 AVG AGE
$3.5M AVG AUM / ADVISOR
$44.5K AVG AUM / CLIENT
6.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Frontier foundation Atlas
Custodian
North summit
Investment Themes
Ember pioneer Alpha
Investment Vehicles
Unison
Services
Zenith Oak Prime Alpha Momentum radial North quantum Glacier legacy Vector oak
Technology
Vital delta
Owner & Executives
J
Jason Earl Blake
Chief Compliance Officer, Investment Advisor, INVESTMENT ADVISOR REPRESENTATIVE
- CRD
- #6661310
- Ownership
- 75% or more
(313) 371-6785
harbor.ember@alphacapital.com
in linkedin.com/in/delta-alpha
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,467,345 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,467,345 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,467,345
Equity - Exchange:
11.5% Public Funds:
38.8% Cash:
19.8% U.S. Government/Agency:
29.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $352,966,222 | 11.5% |
| Public Funds | $1,190,877,342 | 38.8% |
| Cash | $607,715,757 | 19.8% |
| U.S. Government/Agency | $917,712,178 | 29.9% |
| Total | $3,069,271,499 | 100.0% |