THOUSAND WEALTH MANAGEMENT

Overview

Thousand Wealth Management is an independent RIA operating as a limited liability company that serves both individual and family clients as well as institutional accounts. The firm emphasizes fee-based advice (percentage of AUM and fixed fees) and provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selection-of-other-advisers services. Its portfolio approach is tilted toward publicly available pooled vehicles—primarily mutual funds—while maintaining the ability to allocate to third-party managers in alternative strategies such as real estate, commodities and oil & gas. The firm acts as a capital allocator, bringing in outside managers where needed rather than building extensive in-house alternative platforms. Thousand Wealth Management appears to run a concentrated, advisory practice: discretionary assets equal total assets under management, indicating the firm typically takes discretionary authority over client portfolios. The investment team leans on external fund managers and custodial infrastructure to implement client portfolios, with an emphasis on liquid public funds for the bulk of client assets and selective use of alternative fund exposures to supplement returns or provide diversification.

Assets & Accounts

Investments & Alternatives

Location & Offices