THOR Wealth Management Inc logo

THOR Wealth Management Inc

Updated today

Client assets under management

$648,488,548

Clients

479

37% high-net-worth

Advisors

7

of 15 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

68

High

Average account size

$1,353,838

About

THOR Wealth Management manages approximately $679 million in discretionary assets and provides investment advice to individuals (including high-net-worth clients), retirement plans, trusts, estates, charitable organizations and business entities. The firm offers discretionary portfolio management alongside financial planning, retirement planning, estate and tax planning, and it also provides tax preparation services to clients for a fixed fee.

THOR uses a “total portfolio” approach with active, diversified model portfolios and written investment policy statements to guide decisions; its investment committee applies fundamental and technical analysis together with a proprietary mean-reversion model to determine asset-class and style weightings. Core strategies range from conservative to “best ideas” and may invest in mutual funds, individual equities, fixed income, alternatives (including non-traded private REITs) and include monitoring of held-away retirement accounts through a third‑party aggregation platform.

A distinctive aspect of the firm is that one of its owners remains a licensed attorney who, on a limited basis, provides estate-planning and related legal services to some clients, with conflicts disclosed and client choice preserved. The firm also emphasizes in-house credentialed research and tools—drawing on third‑party research relationships and staff with CFA, CAIA, CMT and CFP designations—which it integrates into its model-driven, committee-governed investment process.

Client services

Financial planning Portfolio management
Tax planning, retirement planning, estate planning, tax return preparation

Expertise

Retirement income strategy General tax planning Private / alternative investments

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Fee options

Fixed

Fixed fee for tax preparation services, varies by complexity

Percentage

$0 - $500,000: 1.00% annually $500,001 - $1,000,000: 0.875% annually $1,000,001 - $3,000,000: 0.750% annually $3,000,001+: 0.400% annually

Subscriptions

Monthly wealth management fee of $200 for emerging wealth clients

Other

Fee-only: For emerging wealth clients: 0.75% annually on first $3,000,000, 0.50% annually on assets over $3,000,000; plus $200/month wealth management fee

Main office location

THOR Wealth Management Inc

7346 Beechmont Ave.

Cincinnati OH 45230, United States

Number of offices

2

Most active in

California · Colorado · Florida · Illinois · Indiana · Kentucky · Michigan · North Carolina · Ohio · Tennessee · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Anthony W

CFP®, Series 66

Cincinnati, OH

THOR Wealth Management Inc

Anthony Weaver is a CFP® and Series 66-registered advisor with THOR Wealth Management Inc in Cincinnati, OH. He has seven years of industry experience, including seven years at Charles Schwab and five years in architecture and engineering before entering financial services. THOR Wealth Management manages approximately $679 million in discretionary assets and provides investment advice to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a total portfolio approach using active, diversified model portfolios and integrates fundamental and technical analysis with proprietary mean-reversion models in its investment process.

Retirement income strategy General tax planning Private / alternative investments
user avatar

Mark K

Series 65

Cincinnati, OH

THOR Wealth Management Inc

Mark Kleespies is a Series 65 licensed advisor at THOR Wealth Management Inc with 26 years of industry experience. He has been with the firm since 1997. THOR Wealth Management oversees approximately $679 million in discretionary assets and provides investment advice to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a total portfolio approach using active, diversified model portfolios guided by written investment policy statements, combining fundamental and technical analysis alongside a proprietary mean-reversion model to determine asset-class and style weightings.

Retirement income strategy General tax planning Private / alternative investments
user avatar

Allisha C

Series 63

Cincinnati, OH

THOR Wealth Management Inc

Allisha Curtis is a Series 63 licensed advisor with 18 years of industry experience. She has been with THOR Investment Management, Inc. since 2005. THOR Wealth Management manages approximately $679 million in discretionary assets and provides investment advice to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses a “total portfolio” approach with active, diversified model portfolios guided by written investment policy statements and employs a committee-governed process integrating fundamental and technical analysis alongside a proprietary mean-reversion model.

Retirement income strategy General tax planning Private / alternative investments
user avatar

Gregory L

Series 65

Cincinnati, OH

THOR Wealth Management Inc

Gregory Luke is a financial advisor at THOR Wealth Management Inc with 22 years of industry experience. He holds a Series 65 designation and has been with Thor Investment Management, Inc. since 2002. Outside of his advisory role, he maintains a law practice. THOR Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, managing approximately $679 million in discretionary assets. The firm employs a total portfolio approach with active, diversified model portfolios, combining fundamental and technical analysis alongside a proprietary mean-reversion model to guide investment decisions.

Retirement income strategy General tax planning Private / alternative investments
user avatar

James S

CFA®

Cincinnati, OH

THOR Wealth Management Inc

James Stechschulte is a CFA® charterholder with eight years of industry experience. He has worked at THOR Investment Management, Inc. since 2012. THOR Wealth Management manages approximately $679 million in discretionary assets and provides investment advice to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a “total portfolio” approach with active, diversified model portfolios guided by written investment policy statements and a committee-driven investment process that combines fundamental and technical analysis alongside a proprietary mean-reversion model.

Retirement income strategy General tax planning Private / alternative investments
user avatar

James G

Series 65

Cincinnati, OH

THOR Wealth Management Inc

James Gore is a Series 65-licensed financial advisor with THOR Wealth Management Inc in Cincinnati, Ohio, where he has worked since 1992. He has 30 years of industry experience. THOR Wealth Management manages approximately $679 million in discretionary assets and provides investment advice to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses a total portfolio approach with active, diversified model portfolios guided by written investment policy statements and employs fundamental and technical analysis along with a proprietary mean-reversion model to determine asset-class and style allocations.

Retirement income strategy General tax planning Private / alternative investments
user avatar

Andrew M

CFA®

Cincinnati, OH

THOR Wealth Management Inc

Andrew Molnar is a CFA® charterholder with seven years of industry experience. He has been with THOR Investment Management Inc since 2012. THOR Wealth Management manages approximately $679 million in discretionary assets and serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a total portfolio approach using active, diversified model portfolios guided by written investment policy statements and combines fundamental and technical analysis with a proprietary mean-reversion model to determine asset-class and style weightings.

Retirement income strategy General tax planning Private / alternative investments
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