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| Blake Schutter Theil Wealth Advisors LLC
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|---|---|
| CRD # | 292661 |
| SEC # | 801-117244 |
| CIK # | 0002042011 |
| AUM | $463.3 M (2025-03-26) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 937-956-7875 |
| Address | 7777 Washington Village Dr Dayton, OH 45459 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.6 | ||
| Microsoft Corp | 1.5 | ||
| J P Morgan Chase & Co | 1.3 | ||
| Alphabet Inc | 1.0 | ||
| Broadcom Inc | 0.8 | ||
| Duke Energy Corp | 0.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 80 | 22.2 |
| (b) Individuals (high net worth individuals) | 69 | 299.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 13.1 |
| (h) Charitable organizations | 4 | 2.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 15 | 125.7 |
| (n) Other | 0 | 0.0 |
| Total | 406 | 463.3 |
| By Discretionary | ||
| Discretionary | 405 | 452.8 |
| Non-Discretionary | 1 | 10.6 |
| Total | 406 | 463.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 463.3 | |
| Total | 406 | 463.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002042011] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Fiduciary Advisors LLC
✚
|
UT | 0.5 |
|
Measured Wealth Private Client Group LLC
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|
NH | 0.5 |
|
A & I Financial Services LLC
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CO | 0.5 |
|
Orin Green Financial LLC
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CA | 0.5 |
|
Tri-Ad Capital Management I LLC
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|
CA | 0.5 |
|
Accountants Proprietary Financial Servicenet Inc
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|
NY | 0.5 |
|
Navigate Private Wealth LLC
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|
UT | 0.5 |
|
Prism Advisors Inc
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|
CA | 0.5 |
|
Autopilot Advisers LLC
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|
NY | 0.5 |
|
Oakwell Private Wealth Management LLC
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|
TX | 0.5 |