BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC
SEC RegisteredDiscover a centralized approach to family wealth management.
About the firm
Blake Schutter Theil Wealth is a dynamic team experienced in guiding business owners, professionals, and multigenerational families through financial milestones from wealth building to legacy building. With CPAs on staff and a wealth management team with decades of experience, they implement complex wealth strategies while adhering to client core values. As an independent firm, they sell no products and are completely objective and transparent in their advice.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Family office management, personal CFO services, investment management, retirement planning, estate and legacy planning, business entity organization, tax preparation, active plan management, and technology-driven financial life coordination.
Who they serve
Business owners, professionals, and multigenerational families navigating financial milestones from wealth building to legacy building.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 85 | $25M |
| High Net Worth Individuals | 80 | $325M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 8 | $15M |
| State/Municipal Entities | 4 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
11 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Retirement Plan Assets - up to $1,000,000 | 1.00% |
| Retirement Plan Assets - $1,000,000 to $3,000,000 | 0.75% |
| Retirement Plan Assets - above $3,000,000 | 0.50% |
| Wealth Management - up to $1,000,000 | 1.25% |
| Wealth Management - $1,000,000 to $3,000,000 | 1.00% |
| Wealth Management - above $3,000,000 | 0.75% |
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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