THOMPSON WEALTH ADVISORS

Overview

Thompson Wealth Advisors is a privately owned corporate advisory practice that serves individual and family clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and the selection of outside advisers, and it also operates as a registered representative of a broker‑dealer and as an insurance broker. Its fee model includes percentage‑of‑AUM charges, fixed fees, and other fee arrangements. The firm is not positioned as an ESG investor and is not identified as a multistate adviser. Thompson Wealth Advisors acts as a capital allocator, deploying client capital across public markets and third‑party alternative managers. The combination of broker‑dealer and insurance brokerage activity indicates the firm both advises and distributes securities and insurance products as part of client solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices