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| Blake Schutter Theil Wealth Advisors LLC
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| |
|---|---|
| CRD # | 292661 |
| SEC # | 801-117244 |
| CIK # | |
| AUM | $456.5 MM (2024-08-09) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 937-956-7875 |
| Address | 7777 Washington Village Dr Dayton, OH 45459 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 45 | 15.5 |
| (b) Individuals (high net worth individuals) | 90 | 296.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 13.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 14 | 130.9 |
| (n) Other | 0 | 0.0 |
| Total | 377 | 456.5 |
| By Discretionary | ||
| Discretionary | 376 | 445.5 |
| Non-Discretionary | 1 | 11.0 |
| Total | 377 | 456.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 456.5 | |
| Total | 377 | 456.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Cordatus Wealth Management LLC
✚
|
PA | 0.5 |
|
Oneascent Investment Solutions LLC
✚
|
AL | 0.5 |
|
BMB Advisers LLC
✚
|
CA | 0.5 |
|
Teton Advisors LLC
✚
|
CT | 0.5 |
|
Ironwood Financial LLC
✚
|
AZ | 0.5 |
|
Gross & Hartman Investments LLC
✚
|
PA | 0.5 |
|
Andrews Lucia Wealth Management LLC
✚
|
CA | 0.5 |
|
Beard Investment Services Inc
✚
|
OH | 0.5 |
|
Atlas Brown Inc
✚
|
KY | 0.5 |
|
The Helmstar Group LLC
✚
|
ID | 0.5 |