Owner · Blake Schutter Theil Wealth Advisors, LLC
Edward J. Blake
CRD 2462336 · Named on Form ADV at one SEC-registered adviser
At a glance
Blake Schutter Theil Wealth Advisors, LLC, an SEC-registered wealth manager based in Dayton, OH with $459 million in regulatory assets, lists Edward J. Blake on its Form ADV as Owner, a control person.
Firms and roles
- Blake Schutter Theil Wealth Advisors, LLCOwnerWealth manager · Dayton, OH · $459M in regulatory assets
AtlasMembers
Edward’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Tori L. HaskellChief Compliance Officer, Blake Schutter Theil Wealth Advisors, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Edward’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.