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Building 2RAY|THEIL WEALTH MANAGEMENT, LLC

Map pinBEAVERCREEK, OH
Phone9375317972
NotebookSEC #801-72348
Total AUM
$220.9M
Employees
2
Clients
99

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
70 BIRCH ALLEY
SUITE 202
BEAVERCREEK
OH 45440
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
9375317972

ReceiptFinancials

Total AUM
$220.9M
Accounts
99
Discretionary
$220.9M
Accounts
99
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
63
AUM
$15.3M
HNW Individual Clients
34
AUM
$203.4M
Pension/Profit Sharing Plan Clients
2
AUM
$2.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLOH

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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