BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC

RIASEC RegisteredEst. 2019

Total AUM

$459M

Discretionary

$447M

97% of AUM

Avg account

$1.1M

Accounts

432

Employees

Advisory reps

Firm details

Headquarters: DAYTON, Ohio
CRD number: 292661
Registered since: August 23, 2019
Website: bstwealthadvisors.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI70.72%
Corporations / Businesses19.99%
Individuals5.35%
Pension & Profit Sharing Plans3.35%
Charitable Organizations0.6%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Blake Schutter Theil Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2019. The firm serves both individual and family clients as well as institutional clients and functions as a capital allocator that selects third‑party managers when appropriate. Its fee structures include asset‑based fees, hourly charges and fixed fees. Core advisory offerings include financial planning, portfolio management for individuals and small businesses, portfolio management for institutions or businesses, pension consulting services and manager selection. The firm does not position itself as an active ESG investor and is not set up as a multi‑state advisory network.