Sign in
Create a free account
BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC
DAYTON, OH
9379567875
SEC #801-117244Total AUM
$459.5M
Employees
6Clients
197Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
7777 WASHINGTON VILLAGE DR.
SUITE 120
DAYTON
OH 45459
United States
SUITE 120
DAYTON
OH 45459
United States
Operating Hours
8:30-5:00
Monday - Friday
Monday - Friday
Phone
9379567875
Financials
Total AUM
$459.5M
Accounts
432Discretionary
$447M
Accounts
431Non-Discretionary
$12.5M
Accounts
1
Clients
Individual Clients
85AUM
$24.6M
HNW Individual Clients
80AUM
$324.9M
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
8AUM
$15.4M
Charitable Organization Clients
4AUM
$2.7M
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
15AUM
$91.8M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
FLOH
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.