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Home > Retirement Planners > arizona > scottsdale > BLAKELY WALTERS WEALTH MANAGEMENT
BLAKELY WALTERS WEALTH MANAGEMENT
3333 N Hayden Road
Scottsdale, Arizona 85251
Tel: 480-776-5895
About BLAKELY WALTERS WEALTH MANAGEMENT
BLAKELY WALTERS WEALTH MANAGEMENT, formally registered with the SEC as BLAKELY WALTERS WEALTH MANAGEMENT. The firm was established in 06/09/2023. They have over 1 offices throughout the country.
BLAKELY WALTERS WEALTH MANAGEMENT is a Scottsdale, Arizona based Financial Planning firm with nearly $117,010,000 assets under management, offering retirement planning & investment advisory services to 201 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 324410 |
| SEC# | 801-128098 |
| Assets Managed by Firm | $117,010,000 |
| No. of Clients | 201 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (SUBSCRIPTION FEES FOR GROUP INVESTMENT ADVISORY PLAN)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (GROUP INVESTMENT ADVISORY SERVICE)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 201 | $117,010,000 |
| Individuals (other than high net worth individuals) | 141 | $62,634,000 |
| High net worth individuals | 32 | $54,376,000 |
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