THOMPSON PRIVATE WEALTH

Overview

Thompson Private Wealth is an independent registered investment adviser that serves individual and family clients with a mix of financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm operates with an accountant business profile and charges a combination of percentage-of-AUM, hourly, and fixed fees. Investment practice emphasizes pooled public vehicles — primarily mutual funds — as the core building blocks of client portfolios, supplemented by allocations to real estate for diversification and potential income. Thompson Private Wealth appears focused on scaled, discretionary management for modestly sized households rather than high-net-worth concentrated mandates, and it leans on third-party fund managers for specialized exposures rather than heavy direct security underwriting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices