CRD: 324410
Blakely Walters Wealth Management
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- LPL Financial ยท SEI
- Clients
- Retail
- Platforms
- Ember
- Established Date
- 06-09-2023
- Office Locations
- 1
Office Locations
About Blakely Walters Wealth Management
Blakely Walters Wealth Management is an independent wealth management firm serving individuals and organizations nationwide. The team pairs in-depth analysis with tangible goals to deliver comprehensive financial planning and investment management, including budgeting, retirement strategies, risk management, and estate planning. They also partner with organizations to provide financial wellness programs, with securities and advisory services offered through LPL Financial.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JAMES CARLYLE BLAKELY
Managing Partner, Partner
- CRD
- #4629489
- Ownership
- 50% but less than 75%
SLOAN DYLAN WALTERS
Chief Compliance Officer, Founder, Managing Partner
- CRD
- #5311161
- Ownership
- 50% but less than 75%
Harbor summit
Matrix capital
- CRD
- #24664
- Ownership
- 42.6%
Showing 2 of 3 owners & executives
Unlock allContacts
Paul Nicholas Butler
Wealth Manager
- CRD
- #7025624
Edward Connor Maruna
--
- CRD
- #7997819
Crest momentum
Insight ridge delta
- CRD
- #95834
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $173,704,025 | $316,978 |
| Non-Discretionary | $0 | -- |
| Total | $173,704,025 | $316,978 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $173,704,025
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,485,969,298 | 30.7% |
| Corporate - Investment Grade | $2,801,776,473 | 34.6% |
| Cash | $2,170,162,124 | 26.8% |
| U.S. Government/Agency | $639,711,969 | 7.9% |
| Total | $8,097,619,864 | 100.0% |