Home
›
Firms
›
RAY|THEIL WEALTH MANAGEMENT, LLC
RAY|THEIL WEALTH MANAGEMENT, LLC
BEAVERCREEK, Ohio
·
1 registered advisor
·
CRD# 157443
SEC# 801-72348
0
9375317972
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 Planning
Investment Management
Wealth Management
04
Advisors at RAY|THEIL WEALTH MANAGEMENT, LLC
1 registered advisor
Don Lynn Ray
BEAVERCREEK, Ohio
CRD# 3264597
05
Office Locations
BEAVERCREEK, Ohio
1 advisor
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
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
.