# THOR Wealth Management

THOR Wealth Management is a Bank / Wealth / Trust based in Cincinnati, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Cincinnati, United States
- **Region:** North America
- **Address:** Cincinnati, OH, United States
- **Founded:** 1992
- **Assets under management:** Undisclosed
- **Website:** www.thorinvestment.com
- **LinkedIn:** https://www.linkedin.com/company/thor-wealth-management

## Regulatory record

- **CRD number:** 105902
- **SEC file number:** 801-40745
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-18T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/105902

## About

THOR Wealth Management was established in 1992 and is headquartered in Cincinnati, Ohio. The firm registered with the SEC as an investment advisor and operates under a fiduciary mandate, meaning it is legally obligated to place client interests ahead of its own. Its client base spans individuals, high-net-worth families, and business entities, though the firm has not publicly disclosed the composition or concentration of its client book. The firm's investment approach centers on financial planning as the organizing framework for asset allocation. THOR builds portfolios using a mix of individual securities, mutual funds, and exchange-traded funds, targeting long-term capital appreciation and income generation calibrated to each client's goals and risk tolerance. The firm's website domain, thorinvestment.com, suggests an emphasis on the investment management function, though the full scope of asset classes — equities, fixed income, alternatives — is not detailed in public record. Details on the firm's scale, including assets under management, total clients, and team size, are not publicly disclosed. No recent growth events, fund launches, or key hires have been reported in the trade or financial press. THOR does not appear to maintain a public LinkedIn presence, and its advisory brochure — the primary regulatory disclosure document for RIAs — was not available for this review. Structurally, THOR functions as a traditional Midwestern RIA, distinct from the multi-family office or private trust company models that have proliferated in the region. The absence of publicly named principals or a visible succession plan leaves its governance architecture opaque to outside allocators.

## Questions

### What is THOR Wealth Management's investment approach?

THOR integrates financial planning with discretionary portfolio management, building allocations from individual securities, mutual funds, and ETFs. The firm targets long-term capital appreciation and income, tailored to each client's goals and risk capacity. Public record does not detail whether the firm employs tactical shifts, passive indexing, or active manager selection as its primary implementation method.

### Does THOR Wealth Management serve institutional clients or only individuals?

According to its regulatory classification, THOR advises individuals, high-net-worth individuals, and business entities. The firm has not publicly disclosed whether it serves institutional allocators such as endowments, foundations, or pension funds. Its client mix and minimum account sizes are not part of the public record.

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Last updated: 2026-08-11T02:43:31.692Z

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