Ray|theil Wealth Management, LLC
Ray|theil Wealth Management, LLC (CRD# 157443) is a financial advisory firm headquartered in Beavercreek, OH. They manage $220,870,985 in 99 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Ray|theil Wealth Management, LLC
By the Numbers
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Total Assets Under Management221MILLION
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Total Number of Accounts99ACCOUNTS
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Average Account Value$2,231,020
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, OH
Financial Advisors at Ray|theil Wealth Management, LLC
1
Don Ray (CRD# 3264597) is an Investment Advisor Representative working at Ray|theil Wealth Management, LLC in Beavercreek, OH and has 1 year of experience in the finance industry.
2
Matthew Theil (CRD# 2379377) is an Investment Advisor Representative working at Ray|theil Wealth Management, LLC in Beavercreek, OH and has over 25 years of experience in the finance industry.
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