Blake Schutter Theil Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Dayton, OH. Its latest Form ADV filing, dated March 30, 2026, reports $459M in regulatory assets under management, 6 employees, and 432 accounts.
Assets Under Management
$459M
Employees
6
Offices
--
Total Clients
192
Primary office
DAYTON, OH
7777 WASHINGTON VILLAGE DR., SUITE 120, DAYTON, OH, United States
Top client segmentIndividuals represent 44.3% of total clients.
Top client categories% of clientsClients
1
Individuals
44.3%
85
2
HNWI
41.7%
80
3
Corporations
7.8%
15
4
Pension Plans
4.2%
8
5
Charitable
2.1%
4
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$459Mas of March 30, 2026
Discretionary97.3%
$447M
97% of total RAUM97.3%
Non-discretionary2.7%
$12M
3% of total RAUM2.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$459M
Total Accounts432
10Y AUM Change+$459M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee32:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.