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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 22, 2024
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ROSS, ROBERT, KARL | I | MANAGER / CHIEF COMPLIANCE OFFICER | NA | Control |
| INTERIM HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| RAY, DON, LYNN | I | MANAGING MEMBER | D | Control |
| RAY, DON, LYNN | I | MANAGING MEMBER | D | Control |
| RAY, DON, LYNN | I | MANAGING MEMBER | D | Control |
| RAY, DON, LYNN | I | MANAGING MEMBER | D | Control |
| RAY, DON, LYNN | I | MANAGING MEMBER | D | Control |
| RAY, DON, LYNN | I | MANAGING MEMBER | D | Control |
| RAY, DON, LYNN | I | MANAGING MEMBER | D | Control |
| RAY, DON, LYNN | I | MANAGING MEMBER | D | Control |
| RAY, DON, LYNN | I | MANAGING MEMBER | D | Control |
| RAY, DON, LYNN | I | MANAGING MEMBER | D | Control |
| RAY, DON, LYNN | I | MANAGING MEMBER | D | Control |
| RAY, DON, LYNN | I | MANAGING MEMBER | D | Control |
| RAY, DON, LYNN | I | MANAGING MEMBER | D | Control |
| RAY, DON, LYNN | I | MANAGING MEMBER | D | Control |
| RAY, DON, LYNN | I | MANAGING MEMBER | D | Control |
| RAY, DON, LYNN | I | MANAGING MEMBER | D | Control |
| RAY, DON, LYNN | I | MANAGING MEMBER | D | Control |
| RAY, DON, LYNN | I | MANAGING MEMBER | D | Control |
| RAY, DON, LYNN | I | MANAGING MEMBER | D | Control |
| RAY, DON, LYNN | I | MANAGING MEMBER | D | Control |
| RAY, DON, LYNN | I | MANAGING MEMBER | D | Control |
| THEIL, MATTHEW, TRISTEN | I | MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| THEIL, MATTHEW, TRISTEN | I | MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| THEIL, MATTHEW, TRISTEN | I | MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| THEIL, MATTHEW, TRISTEN | I | MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| THEIL, MATTHEW, TRISTEN | I | MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| THEIL, MATTHEW, TRISTEN | I | MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| THEIL, MATTHEW, TRISTEN | I | MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| THEIL, MATTHEW, TRISTEN | I | MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| THEIL, MATTHEW, TRISTEN | I | MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| THEIL, MATTHEW, TRISTEN | I | MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| THEIL, MATTHEW, TRISTEN | I | MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| THEIL, MATTHEW, TRISTEN | I | MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| THEIL, MATTHEW, TRISTEN | I | MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| THEIL, MATTHEW, TRISTEN | I | MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| THEIL, MATTHEW, TRISTEN | I | MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| THEIL, MATTHEW, TRISTEN | I | MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| THEIL, MATTHEW, TRISTEN | I | MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| THEIL, MATTHEW, TRISTEN | I | MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| THEIL, MATTHEW, TRISTEN | I | MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| THEIL, MATTHEW, TRISTEN | I | MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| THEIL, MATTHEW, TRISTEN | I | MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
Registrations
Federal
IA
Mar 22, 2024 REGISTERED
Notice Filings (2)
FL OH
Address
70 BIRCH ALLEYSUITE 202
BEAVERCREEK, OH 45440
United States
Phone: 9375317972