Theil Wealth Management

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

70 Birch Aly Ste 202, Dayton, Ohio, 4544...

Phone Number

(800) 951-8071

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Theil Wealth Management

Blake Schutter Theil Wealth Advisors specializes in comprehensive family wealth management, offering services that include investment portfolio analysis, retirement planning, and estate management. The firm operates with a family office approach, focusing on aligning financial strategies with clients' core values and goals. Their intended clients include business owners, professionals, and multigenerational families seeking guidance through financial milestones. With a team of experienced professionals, they provide objective advice and innovative strategies tailored to each client's unique financial landscape.Explore more
Popular SearchesTheil Wealth Management LLCRay|Theil Wealth Management LLCRay| Theil Wealth Management LLCSIC Code 62,628NAICS Code 52,523Show more

Theil Wealth Management Org Chart

PhoneEmail
MT
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Partner, Chief Investment Officer

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Director, Wealth Management Services

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Theil Wealth Management

<$5M
1-10
Private
-
-
MT
Matthew TheilPartner, Chief Investment Officer
$9.1M
11-50
Private
<$5M
1975
Diana Belger, Chief Operating Officer at FCA Corp
Diana BelgerChief Operating Officer
<$5M
1-10
Private
-
1994
NW
Nora WilsonCfa Charterholder & Certified Financial Planner
<$5M
1-10
Private
-
2010
DB
Daniel BauerPrincipal, Chief Investment Officer
<$5M
1-10
Private
-
1999
Murray Sawyer, Founder, President & Chief Executive Officer at Westover Capital Advisors
Murray SawyerFounder, President & CEO
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2010
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Theil Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Theil Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Theil Wealth Management.

Theil Wealth Management Tech Stack

A closer look at the technologies used by Theil Wealth Management

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Frequently Asked Questions Regarding Theil Wealth Management

What is Theil Wealth Management's official website?
Theil Wealth Management's official website is www.raytheil.com
What is Theil Wealth Management's Revenue?
Theil Wealth Management's revenue is <$5 Million
What is Theil Wealth Management's SIC code?
Theil Wealth Management's SIC: 62,628
What is Theil Wealth Management's NAICS code?
Theil Wealth Management's NAICS: 52,523
How many employees does Theil Wealth Management have?
Theil Wealth Management has 1-10 employees
What industry does Theil Wealth Management belong to?
Theil Wealth Management is in the industry of: Finance, Securities Trading
What is Theil Wealth Management competition?
Theil Wealth Management top competitors include: FCA Corp, Pillar Wealth Management, RW Wealth, Jgs Wealth Management
What technology does Theil Wealth Management use?
Some of the popular technologies that Theil Wealth Management uses are: PHP 5.6, PHP, F5 Silverline DDoS Protection, Proofpoint
How do I contact Theil Wealth Management?
Theil Wealth Management contact info: Phone number: (800) 951-8071 Website: www.raytheil.com
What does Theil Wealth Management do?

Blake Schutter Theil Wealth Advisors specializes in comprehensive family wealth management, offering services that include investment portfolio analysis, retirement planning, and estate management. The firm operates with a family office approach, focusing on aligning financial strategies with clients' core values and goals. Their intended clients i... nclude business owners, professionals, and multigenerational families seeking guidance through financial milestones. With a team of experienced professionals, they provide objective advice and innovative strategies tailored to each client's unique financial landscape.Read More

Is Theil Wealth Management a public company?
Theil Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Theil Wealth Management

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