BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC
CRD #292661 SEC #801-117244 DAYTON, OH 9379567875
SEC Registered
Total AUM
$463.3M
Discretionary
$452.8M
Employees
5
Clients
26
Accounts
406
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $463.3M | $452.8M | $10.6M | 5 | 2 |
| Aug 2024 | $456.5M | $445.5M | $11M | 5 | 2 |
| Jul 2024 | $181.6M | $170.9M | $10.6M | 5 | 2 |
| Mar 2024 | $181.6M | $170.9M | $10.6M | 4 | 2 |
| Jun 2023 | $195.7M | $186.4M | $9.4M | 5 | 2 |
| Mar 2023 | $195.7M | $186.4M | $9.4M | 5 | 2 |
| Mar 2022 | $213.4M | $148M | $65.4M | 5 | 2 |
| Mar 2021 | $181.4M | $159.7M | $21.7M | 5 | 2 |
| Jul 2020 | $155.9M | $103.9M | $52M | 6 | 2 |
| Jun 2020 | $155.9M | $103.9M | $52M | 6 | 2 |
| Apr 2020 | $155.9M | $103.9M | $52M | 6 | 2 |
| Mar 2020 | $155.9M | $103.9M | $52M | 6 | 2 |
| Jan 2020 | $120M | $105M | $15M | 6 | 2 |
| Dec 2019 | $120M | $105M | $15M | 6 | 2 |
| Nov 2019 | $0 | $0 | $0 | 6 | 0 |
| Sep 2019 | $0 | $0 | $0 | 6 | 0 |
| Sep 2019 | $0 | $0 | $0 | 6 | 0 |
| Jul 2019 | $0 | $0 | $0 | 5 | 0 |
DateMar 2025
Total AUM$463.3M
Discretionary$452.8M
Non-Disc.$10.6M
Employees5
Clients2
DateAug 2024
Total AUM$456.5M
Discretionary$445.5M
Non-Disc.$11M
Employees5
Clients2
DateJul 2024
Total AUM$181.6M
Discretionary$170.9M
Non-Disc.$10.6M
Employees5
Clients2
DateMar 2024
Total AUM$181.6M
Discretionary$170.9M
Non-Disc.$10.6M
Employees4
Clients2
DateJun 2023
Total AUM$195.7M
Discretionary$186.4M
Non-Disc.$9.4M
Employees5
Clients2
DateMar 2023
Total AUM$195.7M
Discretionary$186.4M
Non-Disc.$9.4M
Employees5
Clients2
DateMar 2022
Total AUM$213.4M
Discretionary$148M
Non-Disc.$65.4M
Employees5
Clients2
DateMar 2021
Total AUM$181.4M
Discretionary$159.7M
Non-Disc.$21.7M
Employees5
Clients2
DateJul 2020
Total AUM$155.9M
Discretionary$103.9M
Non-Disc.$52M
Employees6
Clients2
DateJun 2020
Total AUM$155.9M
Discretionary$103.9M
Non-Disc.$52M
Employees6
Clients2
DateApr 2020
Total AUM$155.9M
Discretionary$103.9M
Non-Disc.$52M
Employees6
Clients2
DateMar 2020
Total AUM$155.9M
Discretionary$103.9M
Non-Disc.$52M
Employees6
Clients2
DateJan 2020
Total AUM$120M
Discretionary$105M
Non-Disc.$15M
Employees6
Clients2
DateDec 2019
Total AUM$120M
Discretionary$105M
Non-Disc.$15M
Employees6
Clients2
DateNov 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateSep 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateSep 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateJul 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0