Thistle Wealth Management, LLC
RIAState Registered
Total AUM
$9.6M
Discretionary
$9.6M
100% of AUM
Avg account
$240K
Accounts
40
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 333397
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals86.22%
- HNWI13.78%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Thistle Wealth Management, LLC is an independent, individual-owned registered investment advisor focused on serving individuals and families. The firm provides financial planning and discretionary portfolio management for individuals and small businesses. Its fee arrangements include asset-based fees as well as hourly and fixed-fee engagements. Thistle indicates a preference for equity-oriented portfolios and does not identify as an ESG-focused or multi-state adviser. It does not operate as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities46%
- Cash & Cash Equivalents30%
- Non-Exchange Traded Equities13%
- Public Funds/Mutual Funds11%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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