RAY|THEIL WEALTH MANAGEMENT, LLC
CRD #157443 SEC #801-72348 BEAVERCREEK, OH 9375317972
SEC Registered
Total AUM
$220.9M
Discretionary
$220.9M
Employees
2
Clients
1
Accounts
99
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $220.9M | $220.9M | $0 | 2 | 1 |
| Mar 2023 | $214.3M | $214.3M | $0 | 2 | 1 |
| Mar 2023 | $214.3M | $214.3M | $0 | 2 | 1 |
| May 2022 | $234.8M | $234.8M | $0 | 2 | 1 |
| Mar 2022 | $234.8M | $234.8M | $0 | 2 | 1 |
| Mar 2021 | $207.6M | $207.6M | $0 | 2 | 1 |
| Jun 2020 | $198.2M | $198.2M | $0 | 2 | 1 |
| Feb 2020 | $198.2M | $198.2M | $0 | 2 | 1 |
| Mar 2019 | $181.4M | $181.4M | $0 | 2 | 1 |
| Mar 2018 | $200M | $200M | $0 | 2 | 1 |
| Mar 2017 | $189.2M | $189.2M | $0 | 2 | 26 |
| Mar 2016 | $183.7M | $183.7M | $0 | 2 | 26 |
| Mar 2015 | $174.8M | $174.8M | $0 | 3 | 26 |
| Sep 2014 | $169M | $169M | $0 | 2 | 26 |
| Mar 2014 | $169M | $169M | $0 | 2 | 26 |
| Mar 2013 | $155.4M | $155.4M | $0 | 2 | 26 |
| Mar 2012 | $145.8M | $145.8M | $0 | 1 | 26 |
| Aug 2011 | $110.9M | $110.9M | $0 | 5 | -- |
| May 2011 | $0 | $0 | $0 | 5 | -- |
| Apr 2011 | $0 | $0 | $0 | 5 | -- |
DateMar 2024
Total AUM$220.9M
Discretionary$220.9M
Non-Disc.$0
Employees2
Clients1
DateMar 2023
Total AUM$214.3M
Discretionary$214.3M
Non-Disc.$0
Employees2
Clients1
DateMar 2023
Total AUM$214.3M
Discretionary$214.3M
Non-Disc.$0
Employees2
Clients1
DateMay 2022
Total AUM$234.8M
Discretionary$234.8M
Non-Disc.$0
Employees2
Clients1
DateMar 2022
Total AUM$234.8M
Discretionary$234.8M
Non-Disc.$0
Employees2
Clients1
DateMar 2021
Total AUM$207.6M
Discretionary$207.6M
Non-Disc.$0
Employees2
Clients1
DateJun 2020
Total AUM$198.2M
Discretionary$198.2M
Non-Disc.$0
Employees2
Clients1
DateFeb 2020
Total AUM$198.2M
Discretionary$198.2M
Non-Disc.$0
Employees2
Clients1
DateMar 2019
Total AUM$181.4M
Discretionary$181.4M
Non-Disc.$0
Employees2
Clients1
DateMar 2018
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees2
Clients1
DateMar 2017
Total AUM$189.2M
Discretionary$189.2M
Non-Disc.$0
Employees2
Clients26
DateMar 2016
Total AUM$183.7M
Discretionary$183.7M
Non-Disc.$0
Employees2
Clients26
DateMar 2015
Total AUM$174.8M
Discretionary$174.8M
Non-Disc.$0
Employees3
Clients26
DateSep 2014
Total AUM$169M
Discretionary$169M
Non-Disc.$0
Employees2
Clients26
DateMar 2014
Total AUM$169M
Discretionary$169M
Non-Disc.$0
Employees2
Clients26
DateMar 2013
Total AUM$155.4M
Discretionary$155.4M
Non-Disc.$0
Employees2
Clients26
DateMar 2012
Total AUM$145.8M
Discretionary$145.8M
Non-Disc.$0
Employees1
Clients26
DateAug 2011
Total AUM$110.9M
Discretionary$110.9M
Non-Disc.$0
Employees5
Clients--
DateMay 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateApr 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--