Ray Theil Wealth Management, Llc

EST. AUM
$220,870,985

CONTACTS
2

CLIENT ACCOUNTS
99

Firm Details

Metro area Columbus
CRD Number 157443
Website raytheil.com
Client types

Overview

Ray|Theil Wealth Management, LLC was founded by Don Ray and Matthew Theil. As the founding partners, Don and Matt are principals of the firm, and each brings over 25 years of experience in the financial services industry. The focus of Ray|Theil is to bring an independent approach to its clients in the areas of wealth management and investment consulting by working with them and providing comprehensive portfolio management, financial planning, income tax services, and financial consulting.

Platform Details

Investment Preferences

Alternative Activity