Federal Data Hub › SEC Form ADV · JSON · SEC IAPD ↗

BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC

dba BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC · CRD 292661 · Registered Investment Adviser

BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC is a Registered Investment Adviser headquartered in DAYTON, OH. The firm reports $459,456,067 in regulatory assets under management across 432 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$446,972,307
Non-discretionary$12,483,760
Total RAUM$459,456,067
Accounts432

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 292661. adviserinfo.sec.gov/firm/summary/292661.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

License: CC0 1.0 Universal. Corrections: corrections @ ai-analytics.org.