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Cameron Leon Blake

Investment adviser representative at Statera Wealth Management
17 yearsExperience
1 stateRegistered in
$184.7MFirm assets
1 yearFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourly

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

17 years in the industry.

  1. Statera Wealth ManagementFeb 2025 to now
  2. Statera Financial LLCOct 2024 to now
  3. Trek FinancialJan 2023 to now
  4. Wells Fargo Clearing Services, LLCMay 2019 to Jan 2023
  5. Wells Fargo Bank, NAFeb 2014 to Jan 2023
  6. Dixie State UniversityAug 2009 to Dec 2016

Exams passed

  • Series 63 · Uniform Securities Agent State Law2019
  • Series 65 · Uniform Investment Adviser Law2019

State registrations

Registered as an investment adviser representative in 1 state (UT).

Statera Wealth Management

Legal name: Reach Wealth Management LLC

$184.7MAssets managed
230Clients
5Advisers
1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7035992
Firm CRD
333710
Advisor's SEC record (opens in a new tab)
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