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THOMPSON WEALTH ADVISORS
THOMPSON FINANCIAL SERVICES, INC.
CRD 140871
104 N CENTER ST., STATESVILLE, NC, 28677-3102, United States
Phone
704-878-6112
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$44.4M
Discretionary AUM
$44.0M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees; PROMOTER FEES FROM GENEOS WEALTH MANAGMENT & SNUG
Org form
Corporation
Filing date
2026-04-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 57 | $14.1M |
| High net worth individuals | 46 | $30.2M |
All web addresses on file
Official SEC filing: View on IAPD