CRD: 292661
Blake Schutter Theil Wealth Advisors, LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-28-2018
- Office Locations
- 1
Office Locations
About Blake Schutter Theil Wealth Advisors, LLC
Blake Schutter Theil Wealth Advisors is an independent, fee-based wealth advisory team serving business owners, professionals, and multigenerational families with continuous “personal CFO” planning and a family office-style approach. CPAs on staff support complex strategies across tax, entity structuring, business transition, and legacy planning alongside investment management. Clients get a portal with real-time data aggregation; primary custodian includes Charles Schwab.
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CRM
Custodian
Investment Themes
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Owner & Executives
Tori Lynn Haskell
Chief Compliance Officer
- CRD
- --
- Ownership
- 5% but less than 10%
Showing 1 of 1 owners & executives
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Mark Edward Schutter
Partner
- CRD
- #2813822
MATTHEW TRISTEN THEIL
Partner, Chief Investment Officer
- CRD
- #2379377
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $446,972,307 | $1,037,059 |
| Non-Discretionary | $12,483,760 | $12,483,760 |
| Total | $459,456,067 | $1,063,556 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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