Matthew Tristen Theil
Investment adviser representative at Blake Schutter Theil Wealth Advisors, LLC
15 yearsExperience
2 statesRegistered in
$459.5MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Blake Schutter Theil Wealth Advisors, LLCJul 2024 to now
- Ray|theil Wealth Management, LLCMay 2011 to Jun 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law1998
State registrations
Registered as an investment adviser representative in 2 states (FL, OH).
Blake Schutter Theil Wealth Advisors, LLC
$459.5MAssets managed
192Clients
2Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2379377
- Firm CRD
- 292661