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
70 Birch Alley, Suite 202, Beavercreek, OH 45440
http://raytheil.com
By the Numbers
  • Total Assets Under Management
    221
    MILLION
  • Total Number of Accounts
    99
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

FL, OH

Financial Advisors at Ray|theil Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Don Ray, financial advisor Beavercreek OH
Don L. Ray
CRD#: 3264597
70 Birch Alley, Suite 202, Beavercreek, OH 45440

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, financial advisor Beavercreek OH
Matthew T. Theil
CRD#: 2379377
70 Birch Alley, Suite 202, Beavercreek, OH 45440

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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