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THOR Wealth Management Inc

Updated today

Client AUM

$648,488,548

Clients

479

Advisors

8

of 15 employees

About

THOR Wealth Management provides discretionary investment management and comprehensive financial planning to individuals, retirement plans, trusts, estates, charitable organizations and business entities. The firm combines portfolio management with planning services that address retirement, estate and tax matters and also offers tax preparation support for clients.

THOR describes its investment approach as a “total portfolio” manager using active, diversified model portfolios guided by written investment policy statements; its process combines fundamental and technical analysis with a proprietary reversion-to-the-mean model to overweight undervalued asset classes and styles. The firm draws on third‑party research (including Applied Finance Group), uses mutual funds, ETFs, individual securities and fixed income, and at times places allocations into limited‑liquidity alternatives such as private REITs while also monitoring held‑away retirement accounts via a third‑party aggregation platform.

A distinguishing feature is that one of the firm’s owners remains a licensed attorney who, on a limited basis, provides estate planning and related legal services to some clients with full disclosure and the option to seek outside counsel. The firm’s combination of in‑house tax preparation, a proprietary investment model, use of specialized equity analytics, and periodic inclusion of non‑traded or limited‑liquidity investments is less common among similarly sized advisory teams.

Client services

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

Expertise

General retirement planning Active portfolio management Real estate investing

Demographic focus

HENRY (High Earners, Not Rich Yet)

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Fee options

Fixed

Tax preparation services charged a fixed fee depending on complexity and individual circumstances; monthly wealth management fee of $200 for emerging wealth clients

Percentage

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

Subscriptions

Monthly wealth management subscription fee of $200 for emerging wealth clients

Main office

7346 Beechmont Ave.

Cincinnati OH 45230

Advisors at this office

8

Most active in

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

Also doing business as

Thor Investment Management Inc · Thor Wealth Management Inc

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 holds a Series 66 license, with eight years of industry experience. He has worked at THOR Wealth Management since 2025 and was previously with Charles Schwab for seven years. Before entering the financial industry, he spent five years at Hixson Architecture Engineering & Interiors. THOR Wealth Management provides discretionary investment management and comprehensive financial planning 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 and combines fundamental and technical analysis with a proprietary reversion-to-the-mean model.

General retirement planning Active portfolio management Real estate investing HENRY (High Earners, Not Rich Yet)
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.

General retirement planning Active portfolio management Real estate investing HENRY (High Earners, Not Rich Yet)
user avatar

Andrew W

CFA®

Cincinnati, OH

THOR Wealth Management Inc

Andrew Woodard is a CFA® charterholder with five years of experience at THOR Wealth Management Inc in Cincinnati, OH. His prior work includes roles at UBS Financial Services and the University of Cincinnati. THOR Wealth Management provides discretionary investment management and comprehensive financial planning 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 and combines fundamental and technical analysis with proprietary models to adjust asset allocations.

General retirement planning Active portfolio management Real estate investing HENRY (High Earners, Not Rich Yet)
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.

General retirement planning Active portfolio management Real estate investing HENRY (High Earners, Not Rich Yet)
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.

General retirement planning Active portfolio management Real estate investing HENRY (High Earners, Not Rich Yet)
user avatar

James S

CFA®

Cincinnati, OH

THOR Wealth Management Inc

James Stechschulte is a CFA® charterholder with nine years of industry experience. He has been with Thor Investment Management, Inc. since 2012. THOR Wealth Management provides discretionary investment management and comprehensive financial planning services 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 and combines fundamental and technical analysis with a proprietary reversion-to-the-mean model.

General retirement planning Active portfolio management Real estate investing HENRY (High Earners, Not Rich Yet)
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.

General retirement planning Active portfolio management Real estate investing HENRY (High Earners, Not Rich Yet)
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.

General retirement planning Active portfolio management Real estate investing HENRY (High Earners, Not Rich Yet)
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