# RAY|THEIL WEALTH MANAGEMENT, LLC

RAY|THEIL WEALTH MANAGEMENT, LLC of BEAVERCREEK, OH is an SEC-registered investment adviser.

## Registration

- CRD: 157443
- Type: SEC-registered investment adviser
- SEC file number: 801-72348
- Location: 70 BIRCH ALLEY, SUITE 202, BEAVERCREEK, OH, 45440
- Phone: 9375317972
- Latest filing: 2024-03-22
- Regulatory AUM: $220.9M
- Discretionary AUM: $220.9M
- Clients: 2
- Accounts: 99

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| ROSS ROBERT KARL | MANAGER / CHIEF COMPLIANCE OFFICER | — |
| THEIL MATTHEW TRISTEN | MEMBER / CHIEF COMPLIANCE OFFICER | — |
| RAY DON LYNN | MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/157443/brochure
- Similar advisers: https://search.stillhousedata.com/firm/157443/similar
- Related entities: https://search.stillhousedata.com/firm/157443/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/157443

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.