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THISTLE WEALTH
THISTLE WEALTH LLC
CRD 334724
804A NW BUCHANAN AVE, SUITE 37, CORVALLIS, OR, 97330, United States
Phone
541-230-4820
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$18.0M
Discretionary AUM
$16.8M
Team
1 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3 | $1.8M |
| High net worth individuals | 8 | $16.2M |
All web addresses on file
Official SEC filing: View on IAPD