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RAY|THEIL WEALTH MANAGEMENT, LLC

BEAVERCREEK, OH · CRD 157443 · IAPD ↗ · raytheil.com · 9375317972

$220.9MRegulatory AUM
2Advisory reps
2Employees
1Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
August 2024 — RAY|THEIL WEALTH MANAGEMENT, LLC (BEAVERCREEK, OH) left the SEC roster (was $220.9M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.