RAY|THEIL WEALTH MANAGEMENT, LLC
RAY|THEIL WEALTH MANAGEMENT, LLC of BEAVERCREEK, OH is an SEC-registered investment adviser (CRD 157443). Regulatory assets under management: $220.9M.
Registration
- CRD: 157443
- SEC file number: 801-72348
- Type: Registered investment adviser
- 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 | — |
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