Thousand Wealth Management

RIASEC Registered

Total AUM

$15.3M

Discretionary

$15.3M

100% of AUM

Avg account

$212K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Chesterfield, Missouri
CRD number: 298906
Website: thousand.cpa
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI56.1%
Individuals40.24%
Corporations / Businesses3.66%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Thousand Wealth Management is an independent registered investment advisor organized as an LLC and owned by an individual principal. The firm serves both individual and family clients as well as institutional accounts and describes itself as a capital allocator that hires outside managers. Its advisory mix centers on financial planning, portfolio management for individuals and small businesses, pension consulting-related work, and the selection of third‑party advisers. Compensation is primarily through a percentage of assets under management with the option of fixed fees. Thousand Wealth Management does not identify as an active ESG investor and appears to operate on a single‑state basis.