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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

RAY|THEIL WEALTH MANAGEMENT, LLC

CRD 157443

BEAVERCREEK, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ef79cfad-d31f-3a76-6468-0150036834ec

Data as of Mar 22, 2024 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Mar 9, 2012 to Mar 22, 2024
18 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $221MItem 5.F on the latest filing (2024-03-22); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $221M
Private client RAUM: $219MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 2
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 99
Individual clients: 63
High net worth clients: 34
SEC number: 801-72348
CRD: 157443
Filings on the tape: 18
First filed: Mar 9, 2012
Latest filed: Mar 22, 2024
Organised: Limited Liability Company, Ohio

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
RAY, DON, LYNN	MANAGING MEMBER	D	yes	05/2011	Mar 9, 2012	Mar 22, 2024
THEIL, MATTHEW, TRISTEN	MEMBER / CHIEF COMPLIANCE OFFICER	D	yes	05/2011	Mar 9, 2012	Mar 22, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
TMT ACCOUNTING	n/a	n/a	n/a	N	no	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2023	Mar 22, 2024	$221M	$221M	2	2	0	n/a	n/a
2022	Mar 23, 2023	$214M	$214M	2	2	0	n/a	n/a
2021	Mar 25, 2022	$235M	$235M	2	2	0	n/a	n/a
2020	Mar 5, 2021	$208M	$208M	2	2	0	n/a	n/a
2019	Feb 27, 2020	$198M	$198M	2	2	0	n/a	n/a
2018	Mar 28, 2019	$181M	$181M	2	2	0	n/a	n/a
2017	Mar 16, 2018	$200M	$200M	2	2	0	n/a	n/a
2016	Mar 24, 2017	$189M	$189M	2	2	n/a	n/a	n/a
2015	Mar 28, 2016	$184M	$184M	2	2	n/a	n/a	n/a
2014	Mar 27, 2015	$175M	$175M	3	2	n/a	n/a	n/a
2013	Mar 12, 2014	$169M	$169M	2	2	n/a	n/a	n/a
2012	Mar 27, 2013	$155M	$155M	2	2	n/a	n/a	n/a
2011	Mar 9, 2012	$146M	$146M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2023	$221M	$214M	3.1%	$208M	2.1%	2	2	0	0

Relationships

Controls (2)

← THEIL, MATTHEW, TRISTENOwnerMEMBER / CHIEF COMPLIANCE OFFICER, ownership code D, individual
Mar 9, 2012 to presentfactForm ADV
← RAY, DON, LYNNOwnerMANAGING MEMBER, ownership code D, individual
Mar 9, 2012 to presentfactForm ADV

Registered with (1)

← MATTHEW TRISTEN THEILAdvisorregistration: previous registration
May 23, 2011 to Jul 16, 2024factForm ADV

Dated events

Occurred
Jul 16, 2024
Advisor changed firm
Matthew Tristen Theil left Ray|Theil Wealth Management, Llc for Blake Schutter Theil Wealth Advisors, Llc (registered 2024-09-24)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ef79cfad-d31f-3a76-6468-0150036834ec
First observed: Mar 9, 2012
Last observed: Mar 22, 2024 30 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

RAY|THEIL WEALTH MANAGEMENT, LLC

CRD 157443

BEAVERCREEK, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ef79cfad-d31f-3a76-6468-0150036834ec

Data as of Mar 22, 2024 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:54 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

RAY, DON, LYNN

MANAGING MEMBER

yes

05/2011

Mar 9, 2012

Mar 22, 2024

THEIL, MATTHEW, TRISTEN

MEMBER / CHIEF COMPLIANCE OFFICER

yes

05/2011

Mar 9, 2012

Mar 22, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

TMT ACCOUNTING

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2023

Mar 22, 2024

$221M

n/a

2022

Mar 23, 2023

$214M

n/a

2021

Mar 25, 2022

$235M

n/a

2020

Mar 5, 2021

$208M

n/a

2019

Feb 27, 2020

$198M

n/a

2018

Mar 28, 2019

$181M

n/a

2017

Mar 16, 2018

$200M

n/a

2016

Mar 24, 2017

$189M

n/a

2015

Mar 28, 2016

$184M

n/a

2014

Mar 27, 2015

$175M

n/a

2013

Mar 12, 2014

$169M

n/a

2012

Mar 27, 2013

$155M

n/a

2011

Mar 9, 2012

$146M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2023

$221M

$214M

3.1%

$208M

2.1%