Ray|theil Wealth Management, LLC
Ray|theil Wealth Management, LLC (CRD# 157443) is a financial advisory firm headquartered in Beavercreek, OH. They manage $234,832,258 in 241 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 Management235MILLION
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Total Number of Accounts241ACCOUNTS
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Average Account Value$974,408
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 24 years of experience in the finance industry.
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