BLAKELY WALTERS WEALTH MANAGEMENT
SEC RegisteredFinancial Planning As a Benefit
About the firm
Blakely Walters Wealth Management is an independent wealth management firm dedicated to assisting clients with their greatest financial concerns, serving individuals and organizations across the United States. They offer comprehensive investment management and financial strategies coupled with independent advice and recommendations, with a focus on building financial planning strategies that help investors increase the probability of enjoying a healthy and confident financial future.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive wealth management strategies including budgeting and spending plans, risk management, estate planning, retirement strategies, investment management, and financial wellness programs for organizations.
Who they serve
Individuals and organizations across the United States, as well as leading organizations seeking Financial Wellness programs for their employees.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 261 | $87M |
| High Net Worth Individuals | 53 | $86M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
Data as of April 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BLAKELY WALTERS WEALTH MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.