THOR WEALTH MANAGEMENT INC

THOR INVESTMENT MANAGEMENT INC

CRD 105902 · SEC 801-40745

Visit website

7346 BEECHMONT AVE., CINCINNATI, OH, 45230, United States

Phone

513-271-6777

Fax

513-271-5401

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$678.7M

Discretionary AUM

$678.7M

Team

15 total employees; 7 advisory reps

Clients

101-250

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-05-18

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)TAX PLANNING, RETIREMENT PLANNING, ESTATE PLANNING, TAX RETURN PREPARATION

Client types

Type	Clients	AUM
Individuals	304	$144.1M
High net worth individuals	175	$504.4M
Pension/profit sharing plans	14	$27.5M

States served

CA, CO, IL, IN, KY, MI, NC, OH, TN, TX, FL

All web addresses on file

https://www.instagram.com/thorwealthmanagement_/
https://x.com/THORInvest
HTTPS://WWW.LINKEDIN.COM/COMPANY/THOR-WEALTH-MANAGEMENT/
HTTPS://WWW.FACEBOOK.COM/THORWEALTH/
HTTP://WWW.THORWEALTHMANAGEMENT.COM
https://www.youtube.com/channel/UC_cNWUYLLMX5JYXlUcooslw

Official SEC filing: View on IAPD