Ray Theil Wealth Management, LLC is a large advisory firm based in Beavercreek. It manages $183.7 million of regulatory assets for 210 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of Florida and Ohio.
Ray Theil Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ray Theil Wealth Management, LLC is $183.7 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 66% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Ray Theil Wealth Management, LLC for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Ray Theil Wealth Management, LLC performs its advisory services is located at 70 Birch Alley, Beavercreek, OH 45440, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (800) 951-8071 or by fax (937) 329-9220. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at raytheil.com.