THISTLE WEALTH

Overview

Thistle Wealth is an independent registered investment adviser organized as a limited liability company that focuses on financial planning and portfolio management for individuals and small businesses. The firm leans toward equity-centered portfolios, using exchange-traded equities and ETFs as the primary building blocks of client allocations. Its fee approach is flexible: percentage-of-AUM arrangements sit alongside hourly fees and fixed-fee engagements, which supports both ongoing wealth management relationships and discrete planning or project work. Thistle Wealth is structured as an individual-owner RIA serving a small, high-net-worth client base. The firm is not positioned as a multi-state or pension consultant, and it does not identify as an active ESG investor. Its advisory scope centers on personalized planning and discretionary portfolio management for individual and family clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices