BM
BM

Blake Alexander Morlet

7 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
77 advisors
Number of Clients
2,383 clients
Average Client Portfolio
$9.9M average
Assets Under Management
$23.6B

Fee Structure

Financial Planning:Investment management only
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Location

41720 Winchester Rd., Suite F, Temecula, CA, 92590

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Blake is a licensed insurance agent selling health and life insurance, dedicating a few hours per week to this activity. He also serves as a director and vice president on the board of BDT & Associates, Inc., is a member of Modern Choice Wealth Management, LLC, has an active real estate broker license, and is a co-trustee of a trust.

Employment History
Current Registrations
Wellth Advisory Services, LLC
November 2025 - Present · 3 mos
Previous Registrations
Invicta Financial Group
February 2018 - November 2025 · 7 yrs 9 mos
State Registrations11 states
ARAZCAFLIDNCNVTXUTWAWI
Advisor
Exams
No exam information available for this advisor.