|
⚲
|
| Thompson Wealth Solutions LLC
✚
|
|
|---|---|
| CRD # | 338023 |
| SEC # | 801-134259 |
| CIK # | |
| AUM | $172.1 M (2026-06-09) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 410-683-9263 |
| Address | 1954 Greenspring Dr Timonium, MD 21093 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 31 | 16.9 |
| (b) Individuals (high net worth individuals) | 50 | 155.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 333 | 172.1 |
| By Discretionary | ||
| Discretionary | 333 | 172.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 333 | 172.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 172.1 | |
| Total | 333 | 172.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
White Sand Wealth Management LLC
✚
|
MO | 0.2 |
|
Wealthguard Advisors Inc
✚
|
CA | 0.2 |
|
Davidson Wealth Management LLC
✚
|
NJ | 0.2 |
|
Prosperity Road LLC
✚
|
CA | 0.2 |
|
Nexwealth LLC
✚
|
FL | 0.2 |
|
Investor Advisory Group LLC
✚
|
NC | 0.2 |
|
McIntyre Freedman & Flynn Investment Advisers Inc
✚
|
MA | 0.2 |
|
Ascent Capital Partners LLC
✚
|
AZ | 0.2 |
|
Pinnacle Portfolio Advisors LLC
✚
|
0.2 | |
|
Evolution Wealth Management Inc
✚
|
FL | 0.2 |