# Blake Wealth Strategies

> Blake Wealth Strategies is a state-registered investment advisory firm, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 18, 2026.

- CRD: 306809
- Filed as: BLAKE WEALTH STRATEGIES
- Legal name: Blake, Jason Earl
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: August 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/306809
- AdvisorCensus page: https://advisorcensus.com/firm/blake-wealth-strategies-306809

## Quick answers

**How is Blake Wealth Strategies compensated?**
On its Form ADV (Item 5.E, October 2026), Blake Wealth Strategies reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Blake Wealth Strategies registered with the SEC or a state?**
Blake Wealth Strategies is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 306809.

**How much does Blake Wealth Strategies manage?**
Blake Wealth Strategies reports $3,978,267 in regulatory assets under management in its Form ADV filing dated August 18, 2026 (100% discretionary).

**What types of clients does Blake Wealth Strategies serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (31).

**Does Blake Wealth Strategies report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/306809

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $3,978,267
- Discretionary: $3,978,267
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 31 | $3,978,267 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MN, ND
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- blakewealthstrategies.com
- retirewithgreenmoney.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Blake Wealth Strategies (CRD 306809): Form ADV filing data as of October 2026.