← Back to searchVisit website
BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC
CRD 292661 · SEC 801-117244
7777 WASHINGTON VILLAGE DR., SUITE 120, DAYTON, OH, 45459, United States
Phone
9379567875
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$459.5M
Discretionary AUM
$447.0M
Team
6 total employees; 4 advisory reps; 11 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 85 | $24.6M |
| High net worth individuals | 80 | $324.9M |
| Pension/profit sharing plans | 8 | $15.4M |
| Charitable organizations | 4 | $2.7M |
| Corporations/business entities | 15 | $91.8M |
States served
OH, FL
All web addresses on file
Official SEC filing: View on IAPD