Overview
Assets Under Management: $456 million
Headquarters: DAYTON, OH
High-Net-Worth Clients: 69
Average Client Assets: $4 million
Frequently Asked Questions
BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #292661), BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC is headquartered in DAYTON, OH.
BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC serves 69 high-net-worth clients according to their SEC filing dated August 09, 2024. View client details ↓
According to their SEC Form ADV, BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC manages $456 million in client assets according to their SEC filing dated August 09, 2024.
According to their SEC Form ADV, BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 69
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.71
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 377
Discretionary Accounts: 376
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 292661
Last Filing Date: 2024-08-09 00:00:00
Website: https://bstwealthadvisors.com