Blakely Walters Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Blakely Walters Wealth Management reports 314 clients. They include 261 individual clients and 53 high-net-worth individuals. Of its assets, 100.0% ($174M across 548 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 83% | 50% |
| High-net-worth individuals | 17% | 50% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 261 | $87.4M | 50.3% | $335K |
| High-net-worth individuals | 53 | $86.3M | 49.7% | $1.63M |
| Total | 314 | $174M | 100% | $553K |
- Clients
- 261
- Regulatory AUM
- $87.4M
- AUM share
- 50.3%
- Avg. per client
- $335K
- Clients
- 53
- Regulatory AUM
- $86.3M
- AUM share
- 49.7%
- Avg. per client
- $1.63M
Total
- Clients
- 314
- Regulatory AUM
- $174M
- AUM share
- 100%
- Avg. per client
- $553K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Blakely Walters Wealth Management charges 0.50%–1.50% a year for its Wealth Management Fees. The fee is billed in arrears, is negotiable and requires an account of at least $250,000. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Charged hourly or as a fixed fee; fixed fees never exceed $10,000, with 50% paid in advance and the balance on plan delivery.
Sloan Walters owns 50% to 75% of Blakely Walters Wealth Management. It has 7 employees, 5 of them in advisory roles.
Leadership
James BlakelyManaging Partner- Kent KeisterCCO
Sloan WaltersManaging Partner
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
Staff
- 7 employees
- 5 in advisory functions
- 5 state-registered reps
- 5 broker-dealer reps
- 5 insurance agents
- Owns 50% to 75% of Blakely Walters Wealth Management LLC
Sloan Walters
Control person · since July 2009
- Owns 50% to 75% of Blakely Walters Wealth Management LLC
James Blakely
Control person · since July 2009
Blakely Walters Wealth Management’s regulatory assets grew Infinity× from $0 (June 2023) to $174M (April 2026); employees rose from 6 to 7.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $174M | 314 | 7 | 1 |
| March 2025 | $146M | 261 | 6 | 1 |
| March 2024 | $117M | 173 | 5 | 1 |
| June 2023 | $0 | 0 | 6 | 1 |
Besides its headquarters, Blakely Walters Wealth Management has 0 offices, with 1 listed address in Arizona.
Arizona · 1 listed address
- 3333 N Hayden Road, ScottsdaleHQ
Contact and registration details
- Legal name
- Blakely Walters Wealth Management LLC
- Headquarters
- 3333 N Hayden Road, Scottsdale, AZ 85251
- Website
- blakelywalters.com
- Phone
- 480-776-5897
- SEC file
- 801-128098
- Structure
- Arizona LLC
- Fiscal year end
- December
Blakely Walters Wealth Management uses SEI Investments Distribution ($146M) as custodian for its separately managed accounts. Blakely Walters Wealth Management does not have custody of client assets.
- SEI Investments DistributionSEI Investments Distribution Co. · Oaks, PA · $146M100%
At year end, Blakely Walters Wealth Management’s separately managed accounts were mostly in stocks (92%).
What the accounts hold
- Stocks92%
- Bonds7%
- Investment grade corporate bonds6%
- U.S. government and agency bonds1%
- Cash1%
How many clients does Blakely Walters Wealth Management have?
Blakely Walters Wealth Management has 314 clients and manages $174 million for them, as of April 2026. They include 261 individual clients and 53 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 April 2026
What services does Blakely Walters Wealth Management offer?
Blakely Walters Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Blakely Walters Wealth Management charge?
Blakely Walters Wealth Management charges 0.50%–1.50% a year for its Wealth Management Fees. The fee is billed in arrears, is negotiable and requires an account of at least $250,000.
Source: BLAKELY WALTERS WEALTH MANAGEMENT ADV 2A, filed 27 April 2026
Which custodians does Blakely Walters Wealth Management use?
Blakely Walters Wealth Management’s separately managed account assets are held at SEI Investments Distribution Co. (Oaks, PA), with $146M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 April 2026
How many financial advisors does Blakely Walters Wealth Management have?
Blakely Walters Wealth Management has 5 investment adviser representatives registered with state securities authorities, out of 7 employees, and 5 perform investment advisory functions. 5 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Blakely Walters Wealth Management invest in?
At the end of its last fiscal year, Blakely Walters Wealth Management’s separately managed accounts held 92% exchange-traded equities, 6% investment grade corporate bonds, 1% U.S. government and agency bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Blakely Walters Wealth Management have a minimum investment?
Yes, Blakely Walters Wealth Management’s minimum account size for its Wealth Management Fees is $250K.
Source: BLAKELY WALTERS WEALTH MANAGEMENT ADV 2A, filed 27 April 2026
Who owns Blakely Walters Wealth Management?
Blakely Walters Wealth Management’s direct owners are Sloan Walters (50% to 75%) and James Blakely (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 27 April 2026
How does Blakely Walters Wealth Management get paid?
Blakely Walters Wealth Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Blakely Walters Wealth Management?
Blakely Walters Wealth Management’s main office is at 3333 N Hayden Road, Scottsdale, AZ 85251. Its phone number is 480-776-5897. Its website is blakelywalters.com.