Thor Wealth Management Inc

RIASEC Registered
Total AUM
$679M
Discretionary
$679M
100% of AUM
Avg account
$401K
Accounts
1,691
Employees
15
Advisory reps
8

Firm details

Headquarters
Cincinnati, Ohio
CRD number
105902
Registered since
February 13, 1992
Website
www.thorwealthmanagement.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI74.31%
  • Individuals21.24%
  • Pension & Profit Sharing Plans4.06%
  • Corporations / Businesses0.23%
  • Charitable Organizations0.17%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Thor Wealth Management Inc is an independent, individually owned registered investment adviser that has been SEC-registered since 1992. The firm provides financial planning and portfolio management services to individuals, families, small businesses, and institutional clients. Its compensation model combines asset-based fees and fixed-fee engagements. The firm does not identify as an active ESG investor and does not act as a capital allocator; it also lists an industry affiliation with a law firm.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 79%, Exchange Traded Equities 13%, Cash & Cash Equivalents 4%, Private Funds 2%, Non-Exchange Traded Equities 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Other 1%79%
  • Public Funds/Mutual Funds79%
  • Exchange Traded Equities13%
  • Cash & Cash Equivalents4%
  • Private Funds2%
  • Non-Exchange Traded Equities1%

Owners & executives

1 of 1
  • James Gore

    James Gore

    Founder and Chief Investment OfficerCRD 1527100

Contacts

3 of 7
  • Andrew Molnar

    Andrew Molnar

    AnalystCRD 5788751

  • Mark Kleespies

    Mark Kleespies

    Wealth AdvisorCRD 4362949

  • Anthony Weaver

    Anthony Weaver

    Wealth AdvisorCRD 6915648

Unlock 4 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 17

Active vs passive

$77.8M in ETFs

Passive

80%

$62.4M

Active

18%

$15.4M

ETFProviderStyleCategoryValueShares% of portfolio
VANECK JUNIOR GOLD MINERS ETF (GDXJ)VanEckPassiveEquity Precious Metals$44.6M391,35257.31%
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Location

Primary office

Cincinnati, OH

Hamilton

Location

Cincinnati, OH

Headquartered in Cincinnati, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.

Metro area
Cincinnati-Wilmington-Maysville, OH-KY-IN
Region
Midwest
County
Hamilton
Address
7346 Beechmont Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth