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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC

CRD 292661

DAYTON, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fb05fe3a-4f99-258d-781b-de16c356d86f

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 4
On other graphs: 0
Observed: Jul 26, 2019 to Mar 30, 2026
20 observations

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

Firm class: independent wealth managerderivedprivate_client_share=0.76 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $459MItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $447M
Private client RAUM: $349MderivedItem 5.D individuals plus high net worth individuals
Private client share: 76%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $230Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 432
Individual clients: 85
High net worth clients: 80
Custody, client assets: $70.9M
SEC number: 801-117244
CRD: 292661
Filings on the tape: 20
First filed: Jul 26, 2019
Latest filed: Mar 30, 2026
Organised: Limited Liability Company, OH
Website: bstwealthadvisors.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Mark Edward Schutter	n/a	DAYTON, OH	6	26	4	no
MATTHEW TRISTEN THEIL	n/a	DAYTON, OH	1	28	3	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Blake, Edward, James	CHIEF COMPLIANCE OFFICER	C	yes	07/2024	Jul 26, 2019	Aug 9, 2024
Blake, Edward, James	CHIEF COMPLIANCE OFFICER	Na	yes	11/2017	Jul 26, 2019	Aug 9, 2024
Schutter, Mark, Edward	President	C	yes	07/2024	Jul 26, 2019	Aug 9, 2024
THEIL, MATTHEW, TRISTEN	CHIEF INVESTMNET OFFICER	C	yes	07/2024	Jul 3, 2024	Aug 9, 2024
BLAKE SCHUTTER THEIL HOLDINGS, LLC	Entity	E	no	07/2024	Jul 3, 2024	Aug 9, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CULMEN REAL ESTATE SERVICES, INC.	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 7 of 8

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 30, 2026	$459M	$447M	6	4	n/a	n/a
2024	Mar 26, 2025	$463M	$453M	5	4	n/a	n/a
2023	Mar 22, 2024	$182M	$171M	4	3	n/a	n/a
2022	Mar 28, 2023	$196M	$186M	5	3	n/a	n/a
2021	Mar 30, 2022	$213M	$148M	5	3	n/a	n/a
2020	Mar 16, 2021	$181M	$160M	5	2	n/a	n/a
2019	Mar 21, 2020	$156M	$104M	6	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	50.0%	0	1	0	1	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$459M	$463M	-0.8%	$196M	32.9%	6	5	0	0

Relationships

Registered with (3)

← MATTHEW TRISTEN THEILAdvisorregistration: current employment
Sep 24, 2024 to presentfactForm ADV
← Mark Edward SchutterAdvisorregistration: previous registration
Jun 28, 2018 to May 7, 2019factForm ADV
← Scott David SchwalichAdvisorregistration: previous registration
Sep 12, 2022 to Jul 20, 2026factForm ADV

Controls (3)

← THEIL, MATTHEW, TRISTENOwnerCHIEF INVESTMNET OFFICER, ownership code C, individual
Jul 3, 2024 to Aug 9, 2024factForm ADV
← Blake, Edward, JamesOwnerCHIEF COMPLIANCE OFFICER, ownership code C, individual
Jul 26, 2019 to Aug 9, 2024factForm ADV
← Schutter, Mark, EdwardOwnerPRESIDENT, ownership code C, individual
Jul 26, 2019 to Aug 9, 2024factForm ADV

Owns (1)

← BLAKE SCHUTTER THEIL HOLDINGS, LLCOwnerENTITY, ownership code E, domestic entity
Jul 3, 2024 to Aug 9, 2024factForm ADV

Dated events

Occurred
Jul 20, 2026
Advisor changed firm
Scott David Schwalich left Blake Schutter Theil Wealth Advisors, Llc for Ironkoor Retirement, Llc (registered 2026-07-21)
Form ADVobserved 5 days ago
Occurred
Aug 9, 2024
Regulatory AUM changed
Blake Schutter Theil Wealth Advisors, Llc reported RAUM $456.5M, up 151% from $181.6M (2024-07-03 to 2024-08-09)
Form ADVobserved 5 days ago
$275M
Occurred
Jul 3, 2024
Control person joined
Tristen Matthew Theil (Chief Investmnet Officer) appeared on Schedule A of Blake Schutter Theil Wealth Advisors, Llc
Form ADVobserved 5 days ago
Occurred
Jul 26, 2019
First Form ADV filing
Blake-Schutter Wealth Advisors filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fb05fe3a-4f99-258d-781b-de16c356d86f
First observed: Jul 26, 2019
Last observed: Mar 30, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC

CRD 292661

DAYTON, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fb05fe3a-4f99-258d-781b-de16c356d86f

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:05 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Mark Edward Schutter

n/a

DAYTON, OH

MATTHEW TRISTEN THEIL

n/a

DAYTON, OH

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Blake, Edward, James

CHIEF COMPLIANCE OFFICER

yes

07/2024

Jul 26, 2019

Aug 9, 2024

Blake, Edward, James

CHIEF COMPLIANCE OFFICER

yes

11/2017

Jul 26, 2019

Aug 9, 2024

Schutter, Mark, Edward

President

yes

07/2024

Jul 26, 2019

Aug 9, 2024

THEIL, MATTHEW, TRISTEN

CHIEF INVESTMNET OFFICER

yes

07/2024

Jul 3, 2024

Aug 9, 2024

BLAKE SCHUTTER THEIL HOLDINGS, LLC

Entity

07/2024

Jul 3, 2024

Aug 9, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CULMEN REAL ESTATE SERVICES, INC.

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$459M

$447M

n/a

2024

Mar 26, 2025

$463M

$453M

n/a

2023

Mar 22, 2024

$182M

$171M

n/a

2022

Mar 28, 2023

$196M

$186M

n/a

2021

Mar 30, 2022

$213M

$148M

n/a

2020

Mar 16, 2021

$181M

$160M

n/a

2019

Mar 21, 2020

$156M

$104M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

50.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$459M

$463M

-0.8%

$196M

32.9%