# Blakely Walters Wealth Management

> Blakely Walters Wealth Management is an SEC-registered investment advisory firm in Scottsdale, AZ, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 27, 2026.

- CRD: 324410
- Filed as: BLAKELY WALTERS WEALTH MANAGEMENT
- Legal name: Blakely Walters Wealth Management LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Scottsdale, AZ
- Filing period: October 2026
- Form ADV filing dated: April 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/324410
- AdvisorCensus page: https://advisorcensus.com/firm/blakely-walters-wealth-management-scottsdale-az-324410

## Quick answers

**How is Blakely Walters Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Blakely Walters Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Blakely Walters Wealth Management located?**
Blakely Walters Wealth Management's principal office is in Scottsdale, AZ, according to its Form ADV.

**Is Blakely Walters Wealth Management registered with the SEC or a state?**
Blakely Walters Wealth Management is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 324410.

**How much does Blakely Walters Wealth Management manage?**
Blakely Walters Wealth Management reports $173,704,025 in regulatory assets under management in its Form ADV filing dated April 27, 2026 (100% discretionary).

**How have Blakely Walters Wealth Management's assets and staff changed since 2023?**
In the Form ADV data for Blakely Walters Wealth Management: Regulatory assets under management: $0 in the October 2023 data and $173,704,025 in the October 2026 data. Total employees: 6 in October 2023 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Blakely Walters Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (261); high net worth individuals (53).

**Which custodians does Blakely Walters Wealth Management use?**
Blakely Walters Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists SEI Investments Distribution Co. as a custodian holding 10% or more of its separately managed account assets.

**Does Blakely Walters Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/324410

**Does Blakely Walters Wealth Management state an account minimum?**
Its Form ADV Part 2A brochure dated April 27, 2026 says: "BWWM requires a minimum account size of $250,000 for opening and maintaining an account. However, BWWM retains the discretion to lower or waive said minimum."

**What changed in Blakely Walters Wealth Management's recent Form ADV filings?**
In the May 2026 filing data: Employees performing advisory functions went from 4 to 5. Registered or notice-filed in NC. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated April 27, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> BWWM requires a minimum account size of $250,000 for opening and maintaining an account. However, BWWM retains the discretion to lower or waive said minimum.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- SEI Investments Distribution Co.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $173,704,025
- Discretionary: $173,704,025
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 261 | $87,399,847 |
| High net worth individuals | 53 | $86,304,178 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 7 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, NC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- blakelywalters.com
- Facebook @BlakelyWaltersWealthManagement
- LinkedIn @blakely-walters-wealth-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $0 | 6 | June 12, 2023 |
| October 2024 | $117,010,000 | 5 | March 26, 2024 |
| October 2025 | $145,629,124 | 6 | March 31, 2025 |
| October 2026 | $173,704,025 | 7 | April 27, 2026 |

Regulatory assets under management: $0 in the October 2023 data and $173,704,025 in the October 2026 data.
Total employees: 6 in October 2023 and 7 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Employees performing advisory functions went from 4 to 5.
- Registered or notice-filed in NC.
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Regulatory assets under management went from $145,629,124 to $173,704,025 (+19%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Blakely Walters Wealth Management (CRD 324410): Form ADV filing data as of October 2026.