THOMPSON WEALTH MANAGEMENT, LTD.

CONCORD, Massachusetts·3 registered advisors·CRD# 108313

SEC# 801-394600(978) 287-5151

01

Firm Overview

AUM

$310M

Regulatory assets under management

Employees

6

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: A PERCENTAGE OF CLIENT'S NET WORTH.

03

Specialties

Financial Planning Investment Management

04

Advisors at THOMPSON WEALTH MANAGEMENT, LTD.

3 registered advisors

Andrew Damien Richardt

CONCORD, Massachusetts

Bruce Price Thompson

CONCORD, Massachusetts

Marianne Mcdonald Thompson

CONCORD, Massachusetts

05

Office Locations

CONCORD, Massachusetts

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Data sourced from SEC Form ADV filings. THOMPSON WEALTH MANAGEMENT, LTD. (CRD# 108313) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.