THOMPSON CREEK WEALTH ADVISORS

RIASEC Registered

Total AUM

$83.7M

Discretionary

$21.4M

26% of AUM

Avg account

$297K

Accounts

282

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 151363
Website: thompsoncreekwealth.com
Custodians: CHARLES SCHWAB & CO., INC., INSPIRA FINANCIAL
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI46.07%
Pooled Investment Vehicles37.69%
Insurance Companies11.04%
Individuals4.78%
Pension & Profit Sharing Plans0.42%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Thompson Creek Wealth Advisors is an independent, privately owned limited liability company that acts as a capital allocator for both individual and institutional clients. The firm provides comprehensive advisory services including financial planning, portfolio management for individuals, small businesses and pooled investment vehicles, selection of other advisers, and pension consulting. Its fee model includes percentage-of-AUM billing as well as hourly and fixed fees. The firm is not positioned as an ESG investor and is classified as a single-state adviser in the source data. It also has industry-level involvement as a sponsor, general partner, and managing member of pooled investment vehicles, indicating direct participation in the formation or management of private investment structures.