Active
BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC
Investment Advice|DAYTON, OH
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$463.3M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 452.8M |
| Non-Discretionary | 10.6M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 292661 |
| SEC Number | 801-117244 |
| Street Address | 7777 WASHINGTON VILLAGE DR. |
| Street Address 2 | SUITE 120 |
| Location | DAYTON, OH 45459 |
| Country | United States |
| Phone | 9379567875 |
| Total Employees | 5 |
| Business Types | insurance_broker |
Client Count by Type (176 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 80 |
| High Net Worth Individual… | 69 |
| Corporations/Businesses | 15 |
| Pension/Profit Sharing Pl… | 8 |
| Charitable Organizations | 4 |
Community Partners
CITY OF CENTERVILLE
CITY OF GALLIPOLIS
CITY OF HUBER HEIGHTS
CITY OF KETTERING
CITY OF RIVERSIDE
CITY OF TROTWOOD
COUNTY OF MONTGOMERY
TOWNSHIP OF CLAY
TOWNSHIP OF GREEN
TOWNSHIP OF HARRISON
TOWNSHIP OF HUNTINGTON
TOWNSHIP OF MORGAN
TOWNSHIP OF OHIO
TOWNSHIP OF PERRY
TOWNSHIP OF SPRINGFIELD
VILLAGE OF VINTON
CITY OF CENTERVILLE
CITY OF GALLIPOLIS
CITY OF HUBER HEIGHTS
CITY OF KETTERING
CITY OF RIVERSIDE
CITY OF TROTWOOD
COUNTY OF MONTGOMERY
TOWNSHIP OF CLAY
TOWNSHIP OF GREEN
TOWNSHIP OF HARRISON
TOWNSHIP OF HUNTINGTON
TOWNSHIP OF MORGAN
TOWNSHIP OF OHIO
TOWNSHIP OF PERRY
TOWNSHIP OF SPRINGFIELD
VILLAGE OF VINTON
CITY OF CENTERVILLE
CITY OF GALLIPOLIS
CITY OF HUBER HEIGHTS
CITY OF KETTERING
CITY OF RIVERSIDE
CITY OF TROTWOOD
COUNTY OF MONTGOMERY
TOWNSHIP OF CLAY
TOWNSHIP OF GREEN
TOWNSHIP OF HARRISON
TOWNSHIP OF HUNTINGTON
TOWNSHIP OF MORGAN
TOWNSHIP OF OHIO
TOWNSHIP OF PERRY
TOWNSHIP OF SPRINGFIELD
VILLAGE OF VINTON
Municipal Government
16 Active
16
Organizations
DAYTON METRO LIBRARY
DAYTON MONTGOMERY COUNTY PORT AUTHORITY
FIVE RIVERS METROPARKS
GREATER DAYTON PREMIER MANAGEMENT
GREATER DAYTON REGIONAL TRANSIT AUTHORITY
MIAMI CONSERVANCY DISTRICT
DAYTON METRO LIBRARY
DAYTON MONTGOMERY COUNTY PORT AUTHORITY
FIVE RIVERS METROPARKS
GREATER DAYTON PREMIER MANAGEMENT
GREATER DAYTON REGIONAL TRANSIT AUTHORITY
MIAMI CONSERVANCY DISTRICT
DAYTON METRO LIBRARY
DAYTON MONTGOMERY COUNTY PORT AUTHORITY
FIVE RIVERS METROPARKS
GREATER DAYTON PREMIER MANAGEMENT
GREATER DAYTON REGIONAL TRANSIT AUTHORITY
MIAMI CONSERVANCY DISTRICT
Special District
6 Active
6
Organizations
CITY DAY COMMUNITY SCHOOL INC
GALLIA COUNTY BOARD OF DEVELOPMENTAL DISABILITIES
MONTGOMERY COUNTY EDUCATIONAL SERVICE CE
SINCLAIR COMMUNITY COLLEGE
CITY DAY COMMUNITY SCHOOL INC
GALLIA COUNTY BOARD OF DEVELOPMENTAL DISABILITIES
MONTGOMERY COUNTY EDUCATIONAL SERVICE CE
SINCLAIR COMMUNITY COLLEGE
CITY DAY COMMUNITY SCHOOL INC
GALLIA COUNTY BOARD OF DEVELOPMENTAL DISABILITIES
MONTGOMERY COUNTY EDUCATIONAL SERVICE CE
SINCLAIR COMMUNITY COLLEGE
School District
4 Active
4
Organizations
10 WILMINGTON PLACE RESIDENCE COUNCIL
110TH REGIMENT OHIO VOLUNTEER INFANTRY
1368 CODE CREDIT UNION
1385 KH CREDIT UNION
1897 FOUNDATION
2000 Plus Inc
3055 FOUNDATION
384TH BOMB GROUP INC
3-Club Linguini Open
45414 FOUNDATION
46BROOKLYN RESEARCH
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
10 WILMINGTON PLACE RESIDENCE COUNCIL
110TH REGIMENT OHIO VOLUNTEER INFANTRY
1368 CODE CREDIT UNION
1385 KH CREDIT UNION
1897 FOUNDATION
2000 Plus Inc
3055 FOUNDATION
384TH BOMB GROUP INC
3-Club Linguini Open
45414 FOUNDATION
46BROOKLYN RESEARCH
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
10 WILMINGTON PLACE RESIDENCE COUNCIL
110TH REGIMENT OHIO VOLUNTEER INFANTRY
1368 CODE CREDIT UNION
1385 KH CREDIT UNION
1897 FOUNDATION
2000 Plus Inc
3055 FOUNDATION
384TH BOMB GROUP INC
3-Club Linguini Open
45414 FOUNDATION
46BROOKLYN RESEARCH
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization
2311 Active
2311
Organizations
Community Partners76 organizations
CITY OF CENTERVILLE
Municipal Government·DAYTON
CITY OF GALLIPOLIS
Municipal Government·GALLIPOLIS
CITY OF HUBER HEIGHTS
Municipal Government·DAYTON
CITY OF RIVERSIDE
Municipal Government·DAYTON
COUNTY OF MONTGOMERY
Municipal Government·DAYTON
TOWNSHIP OF CLAY
Municipal Government·GALLIPOLIS
TOWNSHIP OF GREEN
Municipal Government·GALLIPOLIS
TOWNSHIP OF HUNTINGTON
Municipal Government·VINTON
TOWNSHIP OF MORGAN
Municipal Government·BIDWELL
TOWNSHIP OF OHIO
Municipal Government·CROWN CITY
TOWNSHIP OF PERRY
Municipal Government·PATRIOT
TOWNSHIP OF SPRINGFIELD
Municipal Government·BIDWELL
VILLAGE OF VINTON
Municipal Government·VINTON
DAYTON METRO LIBRARY
Special District·DAYTON
FIVE RIVERS METROPARKS
Special District·DAYTON
GREATER DAYTON PREMIER MANAGEMENT
Special District·DAYTON
MIAMI CONSERVANCY DISTRICT
Special District·DAYTON
CITY DAY COMMUNITY SCHOOL INC
School District·DAYTON
GALLIA COUNTY BOARD OF DEVELOPMENTAL DISABILITIES
School District·GALLIPOLIS
MONTGOMERY COUNTY EDUCATIONAL SERVICE CE
School District·DAYTON
SINCLAIR COMMUNITY COLLEGE
School District·DAYTON
10 WILMINGTON PLACE RESIDENCE COUNCIL
Nonprofit Organization·Dayton
110TH REGIMENT OHIO VOLUNTEER INFANTRY
Nonprofit Organization·Dayton
1368 CODE CREDIT UNION
Nonprofit Organization·DAYTON
1385 KH CREDIT UNION
Nonprofit Organization·DAYTON
1897 FOUNDATION
Nonprofit Organization·Dayton
2000 Plus Inc
Nonprofit Organization·DAYTON
3055 FOUNDATION
Nonprofit Organization·DAYTON
384TH BOMB GROUP INC
Nonprofit Organization·DAYTON
3-Club Linguini Open
Nonprofit Organization·Dayton
45414 FOUNDATION
Nonprofit Organization·Dayton
46BROOKLYN RESEARCH
Nonprofit Organization·Dayton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·GALLIPOLIS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Dayton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Patriot
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Dayton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Bidwell
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Gallipolis
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Bidwell
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Gallipolis
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Crown City
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Bidwell
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Bidwell
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Gallipolis
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Patriot
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Vinton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Bidwell
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Dayton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Crown City
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·CROWN CITY
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Gallipolis
4MARY INC
Nonprofit Organization·Dayton
4 the Kidz
Nonprofit Organization·Dayton
4WELLNESS FOUNDATION
Nonprofit Organization·DAYTON
670 WRIGHT-DUNBAR AREA CREDIT UNION INC
Nonprofit Organization·DAYTON
711TH HUMAN PERFORMANCE WING TOP III
Nonprofit Organization·Dayton
937 HOOP DREAMS
Nonprofit Organization·Dayton
993 FREEDOM FIRST CREDIT UNION INC
Nonprofit Organization·Dayton
AAUP DAYTON CHAPTER
Nonprofit Organization·Dayton
ABIGAIL JOURNEY INC
Nonprofit Organization·DAYTON
A Brighter Day Ministries Inc
Nonprofit Organization·Dayton
ABUNDANT LIFE CHRIST CENTERED MINISTRIES
Nonprofit Organization·DAYTON
ACADEMIC DECATHLON OF OHIO INC
Nonprofit Organization·Dayton
ACADEMY MEMORIAL FUND
Nonprofit Organization·DAYTON
ACADEMY OF HOSPITALITY
Nonprofit Organization·DAYTON
ACCELERATED PERFORMANCE HOCKEY CAMP
Nonprofit Organization·Dayton
ACCESS CENTER FOR INDEPENDENT LIVING
Nonprofit Organization·DAYTON
Access to Excess
Nonprofit Organization·Dayton
A CHOSEN GENERATION INCORPORATED
Nonprofit Organization·DAYTON
ACTION FOR HEALTH AND EMPLOYMENT S ACCESS DEVELOPMENT
Nonprofit Organization·Dayton
ACTIVE ANGELS INC
Nonprofit Organization·Dayton