BLAKELY WALTERS WEALTH MANAGEMENT LLC of SCOTTSDALE, AZ is an SEC-registered investment adviser (CRD 324410). Regulatory assets under management: $173.7M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Kent Dillon Keister | CCO | — |
| Sloan Dylan Walters | MANAGING PARTNER; MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | — |
| James Carlyle Blakely | MANAGING PARTNER | — |
| BLAKELY JAMES CARLYLE | MANAGING PARTNER | — |
| WALTERS SLOAN DYLAN | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | — |