Blake Holtmeier
Financial advisor at Cerity Partners LLC · New York, NY
Last updated 2026-10-10
Claim your profileBlake Holtmeier is a financial advisor at Cerity Partners LLC in New York, NY, CRD 7525398. IAPD registration began 2026-01-20.
Registration
- CRD number
- 7525398
- Registration status
- Active
- IAPD registration
- 2026-01-20
- Industry Experience
- 0 years
- Work Experience
- 12 years
- States registered
- IA
Licenses and exams
No state licenses or exam codes are listed on the registration.
Designations
- Chartered Financial Analyst
Work history
- 2022-03 to 2026-09 · Gilbert & Cook · West Des Moines, IA
- 2019-03 to 2022-03 · Bhe Renewables · Des Moines, IA
- 2018-07 to 2019-03 · Eaton Corporation · Kearney, NE
- 2014-06 to 2019-03 · University of Nebraska At Kearney/lincoln · Lincoln, NE
- 2026-10 to Present · Cerity Partners LLC · New York, NY
Current employment
- Cerity Partners LLC · New York, NY
- Gilbert & Cook, Inc. · West Des Moines, IA
Cerity Partners LLC
- Regulatory AUM
- $161,675,524,141
- Registered advisors
- 777
- Offices
- 172
- Clients per advisor
- 33.8 (Low)
- Average AUM per client
- $6.2M (Moderate)
- High-net-worth client ratio
- 55.5% (High)
Cerity Partners LLC: advisors, services and reported ETF investments
About
Blake Holtmeier is a Chartered Financial Analyst financial advisor at Cerity Partners LLC in New York, NY. The latest record indicates less than 1 year of industry experience and 12 years of reported work history. Reported roles include Gilbert & Cook, Bhe Renewables, Eaton Corporation, University of Nebraska At Kearney/lincoln.
Cerity Partners LLC's firm-level Form ADV reports 777 advisors across 172 offices; approximately 33.8 clients per advisor, average assets per client of $6,163,764, and regulatory AUM of $161.7B; client categories including Individuals (non-HNW), High net worth individuals, Investment companies, Pooled investment vehicles, Pension and profit-sharing plans, Charitable organizations; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services.
PortfolioFuture's firm-level 13F analysis covers $38.3B across 782 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Blake Holtmeier personally.
Reported ETF positions
Cerity Partners reports 782 ETF positions worth $38.3B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VOO — Vanguard S&P 500 ETF | $3.6B |
| IVV — iShares Core S&P 500 ETF | $2.1B |
| SPY — SPDR S&P 500 ETF TRUST | $1.7B |
| VEA — Vanguard FTSE Developed Markets ETF | $1.5B |
| IEFA — iShares Core MSCI EAFE ETF | $1.1B |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Cerity Partners's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $91.2M | Top 99.8% | Peer conviction 86.8% · Active return +4.88% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $91.2M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CORO — iShares International Country Rotation Active ETF | $47.2M | Top 99.8% | Residual alpha +5.96% · Residual Sharpe 0.24 |
| Diversification Benefits | JPST — JPMorgan Ultra-Short Income ETF | $275.5M | Top 97.5% | Replicability (R²) 70.1% · Residual Sharpe 0.66 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Cerity Partners LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pooled Investment Vehicles
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
- Performance-Based Fees
Business and affiliations
- Engaged in Other Business
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Trust Company
- Accountant or Accounting Firm
- Insurance Company or Agency
- Pension Consultant
- Sponsor or GP of Pooled Investment Vehicl
- Adviser to Any Private Fund
Location
99 Park Avenue, New York, NY 10016
777 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 212-850-4260
- Website: wakeleyfinancial.com
- Youtube
Official record
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