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BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC

DAYTON, OH · CRD 292661 · IAPD ↗ · bstwealthadvisors.com · 9379567875

$459.5MRegulatory AUM
4Advisory reps
6Employees
11Clients
51-100Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
28
April 2025 — BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC changed its website from blakeschutter.com to bstwealthadvisors.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
61
April 2025 — BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
73
September 2024 — BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC reported RAUM up 151% ($181.6M -> $456.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
August 2024 — BLAKE SCHUTTER WEALTH is now doing business as BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.