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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 26, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Blake, Edward, James | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Blake, Edward, James | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Blake, Edward, James | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLAKE SCHUTTER THEIL HOLDINGS, LLC | DE | ENTITY | E | |
| BLAKE SCHUTTER THEIL HOLDINGS, LLC | DE | ENTITY | E | |
| BLAKE SCHUTTER THEIL HOLDINGS, LLC | DE | ENTITY | E | |
| Blake, Edward, James | I | CHIEF COMPLIANCE OFFICER | D | Control |
| Blake, Edward, James | I | CHIEF COMPLIANCE OFFICER | D | Control |
| Blake, Edward, James | I | CHIEF COMPLIANCE OFFICER | D | Control |
| Blake, Edward, James | I | CHIEF COMPLIANCE OFFICER | D | Control |
| Blake, Edward, James | I | CHIEF COMPLIANCE OFFICER | D | Control |
| Blake, Edward, James | I | CHIEF COMPLIANCE OFFICER | D | Control |
| Blake, Edward, James | I | CHIEF COMPLIANCE OFFICER | D | Control |
| Blake, Edward, James | I | CHIEF COMPLIANCE OFFICER | D | Control |
| Blake, Edward, James | I | CHIEF COMPLIANCE OFFICER | D | Control |
| Blake, Edward, James | I | CHIEF COMPLIANCE OFFICER | D | Control |
| Blake, Edward, James | I | CHIEF COMPLIANCE OFFICER | D | Control |
| Blake, Edward, James | I | CHIEF COMPLIANCE OFFICER | D | Control |
| Blake, Edward, James | I | CHIEF COMPLIANCE OFFICER | D | Control |
| Blake, Edward, James | I | CHIEF COMPLIANCE OFFICER | D | Control |
| Blake, Edward, James | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SCHUTTER, MARK, EDWARD | I | MEMBER | D | Control |
| SCHUTTER, MARK, EDWARD | I | MEMBER | D | Control |
| SCHUTTER, MARK, EDWARD | I | MEMBER | D | Control |
| SCHUTTER, MARK, EDWARD | I | MEMBER | D | Control |
| SCHUTTER, MARK, EDWARD | I | MEMBER | D | Control |
| SCHUTTER, MARK, EDWARD | I | MEMBER | D | Control |
| SCHUTTER, MARK, EDWARD | I | MEMBER | D | Control |
| SCHUTTER, MARK, EDWARD | I | MEMBER | D | Control |
| SCHUTTER, MARK, EDWARD | I | MEMBER | D | Control |
| SCHUTTER, MARK, EDWARD | I | MEMBER | D | Control |
| SCHUTTER, MARK, EDWARD | I | MEMBER | D | Control |
| SCHUTTER, MARK, EDWARD | I | MEMBER | D | Control |
| SCHUTTER, MARK, EDWARD | I | MEMBER | D | Control |
| SCHUTTER, MARK, EDWARD | I | MEMBER | D | Control |
| SCHUTTER, MARK, EDWARD | I | MEMBER | D | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| Blake, Edward, James | I | BLAKE SCHUTTER THEIL HOLDINGS, LLC | C | Control |
| Blake, Edward, James | I | BLAKE SCHUTTER THEIL HOLDINGS, LLC | C | Control |
| Schutter, Mark, Edward | I | BLAKE SCHUTTER THEIL HOLDINGS, LLC | C | Control |
| Schutter, Mark, Edward | I | BLAKE SCHUTTER THEIL HOLDINGS, LLC | C | Control |
| THEIL, MATTHEW, TRISTEN | I | BLAKE SCHUTTER THEIL HOLDINGS, LLC | C | Control |
| THEIL, MATTHEW, TRISTEN | I | BLAKE SCHUTTER THEIL HOLDINGS, LLC | C | Control |
Registrations
Federal
IA
Mar 26, 2025 REGISTERED
Notice Filings (2)
FL OH
Address
7777 WASHINGTON VILLAGE DR.SUITE 120
DAYTON, OH 45459
United States
Phone: 9379567875