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META WEALTH ADVISORY
THOMPSON WEALTH SOLUTIONS, LLC
CRD 338023 · SEC 801-134259
1954 GREENSPRING DR, SUITE 310, TIMONIUM, MD, 21093, United States
Phone
(410) 683-9263
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$172.1M
Discretionary AUM
$172.1M
Team
3 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-06-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersTAX PREPARATION
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 31 | $16.9M |
| High net worth individuals | 50 | $155.1M |
States served
MD, PA, VA, FL
Official SEC filing: View on IAPD