Ray|theil Wealth Management, LLC

Ray|theil Wealth Management, LLC (CRD# 157443) is a financial advisory firm headquartered in Beavercreek, OH. They manage $198,172,156 in 234 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    198
    MILLION
  • Total Number of Accounts
    234
    ACCOUNTS
  • Average Account Value
    $846,890
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
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
Showing 1 - 2 of 2 top financial advisors.
1
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 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 22 years of experience in the finance industry.

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