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RIA / WealthAdvisor28 years in industry

MATTHEW TRISTEN THEIL

Advisor at BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC

DAYTON, OH

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Search this name across graphsid dfx:ria:74eecc3a-bfd0-a5c8-855a-9533cc2e0105

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Mar 27, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 29, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S63|S66
First exam: May 29, 1998
First registration: Mar 27, 2007
Dual registered: no
Other names: MATTHEW THEIL|MATT THEIL
IAPD individual key: 2379377

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC	Independent wealth	Sep 24, 2024	n/a	yes	DAYTON, OH	Current employment
RAY\|THEIL WEALTH MANAGEMENT, LLC	Former SEC adviser	May 23, 2011	Jul 16, 2024	no	BEAVERCREEK, OH	Previous registration
DEAN FINANCIAL SERVICES	Independent wealth	Mar 27, 2007	Jun 14, 2011	no	BEAVERCREEK, OH	Previous registration
DEAN INVESTMENTS	Mixed wealth	Mar 27, 2007	Jun 14, 2011	no	BEAVERCREEK, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
RAY\|THEIL WEALTH MANAGEMENT, LLC	BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC	Jul 16, 2024	Sep 24, 2024	70	Firm change	RIA to RIA
DEAN INVESTMENTS	DEAN FINANCIAL SERVICES	Jun 14, 2011	Mar 27, 2007	-1,540	Firm change after gap	Other
DEAN FINANCIAL SERVICES	RAY\|THEIL WEALTH MANAGEMENT, LLC	Jun 14, 2011	May 23, 2011	-22	Firm change	Other

Relationships

Registered with (4)

→ BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLCRegistered adviserregistration: current employment
Sep 24, 2024 to presentfactForm ADV
→ RAY|THEIL WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
May 23, 2011 to Jul 16, 2024factForm ADV
→ DEAN INVESTMENTSRegistered adviserregistration: previous registration
Mar 27, 2007 to Jun 14, 2011factForm ADV
→ DEAN FINANCIAL SERVICESRegistered adviserregistration: previous registration
Mar 27, 2007 to Jun 14, 2011factForm ADV

Dated events

Occurred
Jul 16, 2024
Advisor changed firm
Matthew Tristen Theil left Ray|Theil Wealth Management, Llc for Blake Schutter Theil Wealth Advisors, Llc (registered 2024-09-24)
Form ADVobserved 4 days ago