BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC

7777 Washington Village Dr.
Suite 120
Dayton, Ohio 45459
Tel: 9379567875

About BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC

BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC, formally registered with the SEC as BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC. The firm was established in 08/23/2019. They have over 1 offices throughout the country.

BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC is a Dayton, Ohio based Financial Planning firm with nearly $456,465,927 assets under management, offering retirement planning & investment advisory services to 377 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	292661
SEC#	801-117244
Assets Managed by Firm	$456,465,927
No. of Clients	377
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	377	$456,465,927
Individuals (other than high net worth individuals)	45	$15,497,257
High net worth individuals	90	$296,746,261
Pension and profit sharing plans	3	$13,330,152
Corporations or other businesses	14	$130,892,257

More Retirement Planning firms in Dayton, Ohio:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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