Thunderbird Wealth Management, Inc.

Overview

Thunderbird Wealth Management, Inc. is an independent registered investment adviser operating as a corporation that focuses on fee-based wealth management and financial planning for individuals, families and small institutions. The firm runs discretionary portfolios and favors equity-driven allocations, using exchange-traded equities as its primary building block for client portfolios. Services center on financial planning and portfolio management for individuals and small businesses, with assets managed on a percentage-of-AUM fee schedule. Thunderbird is not positioned as an ESG specialist and operates within a single-state footprint based on its filings.

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Public Holdings

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Location & Offices