Blakely Walters Wealth Management Llc
- Regulatory AUM
- $174M
- Discretionary
- $174M
- Clients
- 314
- Avg AUM / client
- $553K
- Accounts
- 548
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Apr 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 261 | $87.4M | 50.3% |
| High net worth individuals | 53 | $86.3M | 49.7% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| James Carlyle Blakely | Managing Partner | Jul 2009 (17y) | 50% – 75% | |
| Sloan Dylan Walters | Managing Partner And Chief Compliance Officer | Jul 2009 (17y) | 50% – 75% | |
| Kathryn Swan | Registered representative | Jun 2023 (3y) | ||
| Paul Nicholas Butler | Registered representative | Jun 2023 (3y) | ||
| Edward Connor Maruna | Registered representative | Mar 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/27/2026 | 902 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Sei Investments Distribution Co. $146M (84% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 27, 2026.
View current Form ADV (SEC/IAPD) ↗