Theus Wealth Advisors

Theus Wealth Advisors (CRD# 169994) is a financial advisory firm headquartered in Columbia, MD. They manage $26,596,955 in 167 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    167
    ACCOUNTS
  • Average Account Value
    $159,263
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

MD, OH, PA

Financial Advisors at Theus Wealth Advisors
Showing 1 - 5 of 5 top financial advisors.
1
James R. Fisher
CRD#: 3215278
6841 Providence Street, Po Box 2673, Whitehouse, OH 43571
93
Wealthminder
score

James Fisher (CRD# 3215278) is an Investment Advisor Representative working at Theus Wealth Advisors in Whitehouse, OH and has over 9 years of experience in the finance industry.

2
Barry L. Herrlinger
CRD#: 1383721
3904 Abel Drive, Columbia, PA 17512
93
Wealthminder
score

Barry Herrlinger (CRD# 1383721) is an Investment Advisor Representative working at Theus Wealth Advisors in Columbia, PA and has over 31 years of experience in the finance industry.

3
J'neanne M. Theus
CRD#: 4851011
9841 Broken Land Parkway, Suie 206, Columbia, MD 21046
93
Wealthminder
score

J'neanne Theus (CRD# 4851011) is an Investment Advisor Representative working at Theus Wealth Advisors in Columbia, MD and has over 11 years of experience in the finance industry.

4
Eric F. Harris
CRD#: 5674931
9841 Broken Land Parkway, Suie 206, Columbia, MD 21046
90
Wealthminder
score

Eric Harris (CRD# 5674931) is an Investment Advisor Representative working at Theus Wealth Advisors in Columbia, MD and has over 3 years of experience in the finance industry.

5
Laura M. Walsh
CRD#: 6393440
9841 Broken Land Parkway, Suie 206, Columbia, MD 21046
87
Wealthminder
score

Laura Walsh (CRD# 6393440) is an Investment Advisor Representative working at Theus Wealth Advisors in Columbia, MD and has 1 year of experience in the finance industry.

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