Managing Partner · Blakely Walters Wealth Management
Sloan D. Walters
CRD 5311161 · Named on Form ADV at one SEC-registered adviser
At a glance
Blakely Walters Wealth Management, an SEC-registered wealth manager based in Scottsdale, AZ with $174 million in regulatory assets, lists Sloan D. Walters on its Form ADV as Managing Partner, a control person.
Firms and roles
- Blakely Walters Wealth ManagementManaging PartnerWealth manager · Scottsdale, AZ · $174M in regulatory assets
AtlasMembers
Sloan’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- James C. BlakelyManaging Partner, Blakely Walters Wealth Management
- Kent D. KeisterCCO, Blakely Walters Wealth Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Sloan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.