Blake Wealth Strategies
Firm details
- Headquarters
- ,
- CRD number
- 306809
- Website
- blakewealthstrategies.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Blake Wealth Strategies is an independent registered investment advisory firm organized as a limited liability company and owned by an individual. The firm serves primarily individual and family clients and operates as a capital allocator, directing client assets to third‑party managers in addition to managing portfolios directly. Its advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting. The firm also functions as an insurance broker and charges a mix of percentage‑of‑AUM, fixed, and other fee arrangements. Blake Wealth Strategies does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- Public Funds/Mutual Funds30%
- US Government Bonds5%
- Cash & Cash Equivalents5%
Contacts
1 of 1
Jason Blake
Investment Advisor RepresentativeCRD 6661310
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations