RAY|THEIL WEALTH MANAGEMENT, LLC

BEAVERCREEK, Ohio·1 registered advisor·CRD# 157443
SEC# 801-7234809375317972
01

Firm Overview

AUM
$221M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at RAY|THEIL WEALTH MANAGEMENT, LLC

1 registered advisor
Don Lynn Ray
BEAVERCREEK, Ohio
05

Office Locations

BEAVERCREEK, Ohio
1 advisor

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Data sourced from SEC Form ADV filings. RAY|THEIL WEALTH MANAGEMENT, LLC (CRD# 157443) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.