|
⚲
|
| Keyboard |
| Blake Schutter Theil Wealth Advisors LLC
✚
|
|
|---|---|
| CRD # | 292661 |
| SEC # | 801-117244 |
| CIK # | 0002042011 |
| AUM | 459.5 M (2026-03-30) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 937-956-7875 |
| Address | 7777 Washington Village Dr Dayton, OH 45459 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.5 | ||
| Alphabet Inc | 2.0 | ||
| J P Morgan Chase & Co | 1.3 | ||
| Alphabet Inc | 1.3 | ||
| Microsoft Corp | 1.2 | ||
| Johnson & Johnson | 1.1 | ||
| Nuveen S&P 500 Dynamic Overwrite Fund | 1.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 85 | 24.6 |
| (b) Individuals (high net worth individuals) | 80 | 324.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 15.4 |
| (h) Charitable organizations | 4 | 2.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 15 | 91.8 |
| (n) Other | 0 | 0.0 |
| Total | 432 | 459.5 |
| By Discretionary | ||
| Discretionary | 431 | 447.0 |
| Non-Discretionary | 1 | 12.5 |
| Total | 432 | 459.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 459.5 | |
| Total | 432 | 459.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002042011] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 11 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Beta Wealth Group Inc
✚
|
CA | 460.3 M |
|
Roth Financial Partners LLC
✚
|
TX | 460.1 M |
|
Vermillion Wealth Management Inc
✚
|
MN | 459.9 M |
|
Alpha Financial Partners LLC
✚
|
KY | 459.9 M |
|
Beacon Advisors Holdings LLC
✚
|
TX | 459.6 M |
|
Saiph Capital LLC
✚
|
NJ | 459.4 M |
|
Seaside Wealth Management Inc
✚
|
CA | 459.3 M |
|
Oldfather Financial Services LLC
✚
|
NE | 459.0 M |
|
Owen Larue LLC
✚
|
KY | 458.9 M |
|
Strategas Asset Management LLC
✚
|
NY | 458.4 M |