Overview
Assets Under Management: $221 million
Headquarters: BEAVERCREEK, OH
High-Net-Worth Clients: 34
Average Client Assets: $6.0 million
Frequently Asked Questions
RAY|THEIL WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #157443), RAY|THEIL WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
RAY|THEIL WEALTH MANAGEMENT, LLC is headquartered in BEAVERCREEK, OH.
RAY|THEIL WEALTH MANAGEMENT, LLC serves 34 high-net-worth clients according to their SEC filing dated March 22, 2024. View client details ↓
According to their SEC Form ADV, RAY|THEIL WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
RAY|THEIL WEALTH MANAGEMENT, LLC manages $221 million in client assets according to their SEC filing dated March 22, 2024.
According to their SEC Form ADV, RAY|THEIL WEALTH MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 34
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.10%
Average Client Assets: $6.0 million
Total Client Accounts: 99
Discretionary Accounts: 99
Regulatory Filings
CRD Number: 157443
Filing ID: 1849937
Last Filing Date: 2024-03-22 09:01:00