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Blake Schutter Theil Wealth Advisors, LLC

● SEC registered since 2019CRD 292661SEC# 801-117244Dayton, OH
Export (members)
Reg. AUM
$463.3M
Employees
5
Accounts
406
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 $463.3 million in regulatory assets under management and employs 5 people.
bstwealthadvisors.comView on SEC.gov ↗

Blake Schutter Theil Wealth Advisors, LLC owners & executives

5 reported
NameTitleOwnershipSince
Blake Schutter Theil Holdings, LLCEntityOver 75%2024
Edward James Blake ControlChief Compliance OfficerUnder 5%2017
Edward James Blake ControlChief Compliance Officer25-50%2024
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Frequently asked questions

How much does Blake Schutter Theil Wealth Advisors, LLC manage?

Blake Schutter Theil Wealth Advisors, LLC reports $463.3 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 5 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

Address7777 Washington Village Dr., Suite 120, Dayton, OH 45459
Phone9379567875
Office hours8:30-5:00
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$452.8M
Non-discretionary$10.6M
Total (RAUM)$463.3M