Blake Schutter Theil Wealth Advisors, LLC

Overview

Blake Schutter Theil Wealth Advisors, LLC is an SEC registered investment adviser based in Dayton, OH, registered since 2018. It reports $459M in assets under management across 432 accounts, with 6 employees. It has 2 investment adviser representatives.

Reported AUM

$459M

Discretionary

97%

Accounts

432

Average account

$1.1M

Employees

6

Advisory reps

2

Registered since

2018

Jurisdictions

2

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 1 of 1

• Tori Lynn Haskell Chief Compliance Officer CRD 7118091

Advisory reps 2 of 2

• Mark Edward Schutter Investment Adviser Rep CRD 2813822
• Matthew Tristen Theil Investment Adviser Rep CRD 2379377

Location

Headquarters

7777 Washington Village Dr Ste 120
Dayton, OH 45459

County

Montgomery

Metro area

Dayton-Kettering, OH

Region

Midwest

Registrations

• SEC registered
• Registered in 2 jurisdictions
• Website: bstwealthadvisors.com

Every state, with registration dates

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