THOR WEALTH MANAGEMENT INC

Legal name: THOR INVESTMENT MANAGEMENT INC

CRD 105902File 801-40745

APPROVED

Retail clients

Custody

Filing as of May 18, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$678.7M

Above cohort median (national)

Discretionary AUM

$678.7M

Clients

493

1,691 accounts

Employees

Above cohort median in OH

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: CHRO
Registration date: Feb 13, 1992
Principal office: 7346 BEECHMONT AVE., CINCINNATI, OH, 45230
Phone: 513-271-6777
Website: https://www.instagram.com/thorwealthmanagement_/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $678.7M
Discretionary AUM: $678.7M
Non-discretionary AUM: $0
Discretionary accounts: 1,691
Non-discretionary accounts: 0
Total accounts: 1,691
AUM per client: $1.4M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$1.6M
Charitable organizations	Fewer than 5	$1.1M
High net worth individuals	175	$504.4M
Pension and profit sharing plans	14	$27.5M
Individuals (other than high net worth individuals)	304	$144.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.