CRD: 105902
Thor Wealth Management INC
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- Custodian
- Charles Schwab & Company · UBS · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-13-1992
- Office Locations
- 1
Office Locations
About Thor Wealth Management INC
THOR Wealth Management is a Cincinnati-based RIA providing financial planning and portfolio construction for future-focused families, including guidance on saving, investing, equity compensation, and retirement decisions. Portfolios are built with an actively managed strategy refined over 30 years, balancing risk and return. The firm supports Schwab custody and uses Orion technology.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JAMES EDWARD GORE
Chief Investment Officer, Owner
- CRD
- #1527100
- Ownership
- 25% but less than 50%
MARK FREDERICK KLEESPIES
CHIEF MARKETING OFFICER, Wealth Advisor
- CRD
- #4362949
- Ownership
- 25% but less than 50%
Showing 2 of 5 owners & executives
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ALLISHA HENRY CURTIS
Wealth Advisor
- CRD
- #2372949
Anthony Weaver
--
- CRD
- #6915648
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $678,708,777 | $401,365 |
| Non-Discretionary | $0 | -- |
| Total | $678,708,777 | $401,365 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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