Blake Schutter Theil Wealth Advisors, LLC
● SEC registered since 2019CRD 292661SEC# 801-117244Dayton, OH
Reg. AUM
$459.5M
Employees
6
Accounts
432
Location
Dayton, OH
Blake Schutter Theil Wealth Advisors, LLC assets under management
Blake Schutter Theil Wealth Advisors, LLC is an investment advisory firm registered with the SEC based in Dayton, OH. The firm has been registered since 2019. It reports $459.5 million in regulatory assets under management and employs 6 people.
Blake Schutter Theil Wealth Advisors, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Blake Schutter Theil Holdings, LLC | Entity | Over 75% | 2024 |
| Tori Lynn Haskell Control | Chief Compliance Officer | 5-10% | 2026 |
| Edward James Blake Control | Owner | 25-50% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Blake Schutter Theil Wealth Advisors, LLC manage?
Blake Schutter Theil Wealth Advisors, LLC reports $459.5 million in regulatory assets under management on its Form ADV.
How many employees does Blake Schutter Theil Wealth Advisors, LLC have?
Blake Schutter Theil Wealth Advisors, LLC reports 6 employees.
Where is Blake Schutter Theil Wealth Advisors, LLC located?
Blake Schutter Theil Wealth Advisors, LLC is based in Dayton, OH and has been SEC-registered since 2019.
Does Blake Schutter Theil Wealth Advisors, LLC disclose fund performance?
Blake Schutter Theil Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7777 Washington Village Dr., Suite 120, Dayton, OH 45459 |
| Phone | 9379567875 |
| Office hours | 8:30-5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$459.5M▼ 1%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$459.5Mregulatory AUM
Discretionary $447MNon-discretionary $12.5M