THOR WEALTH MANAGEMENT INC

RIASEC RegisteredEst. 1992

Total AUM

$679M

Discretionary

$679M

100% of AUM

Avg account

$401K

Accounts

1,691

Employees

Advisory reps

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, SEC‑registered registered investment adviser that has been operating since 1992. The firm is organized as a corporation with individual ownership and serves both individuals/families and institutional clients. Its advisory offerings emphasize financial planning and discretionary portfolio management for individuals, small businesses, and institutional or business accounts. Compensation is a mix of percentage‑of‑AUM and fixed fees. The firm does not identify as an active ESG investor, is not a multi‑state adviser, and does not act as a pension consultant or related adviser. An industry affiliation with a law firm is noted.