# THOMPSON WEALTH MANAGEMENT, LTD.

THOMPSON WEALTH MANAGEMENT, LTD. of CONCORD, MA is an SEC-registered investment adviser.

## Registration

- CRD: 108313
- Type: SEC-registered investment adviser
- SEC file number: 801-39460
- Location: 30 MONUMENT SQUARE, SUITE 101, CONCORD, MA, 01742
- Phone: (978) 287-5151
- Latest filing: 2021-03-30
- Regulatory AUM: $310.0M
- Discretionary AUM: $308.4M
- Non-discretionary AUM: $1.6M
- Clients: 6
- Accounts: 525

## Officers, owners & control persons (13)

| Name | Role | Location |
| --- | --- | --- |
| THOMPSON BRUCE PRICE | PRESIDENT; PRESIDENT/CCO; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| THOMPSON MARIANNE MCDONALD | CLERK OF CORPORATION; DIRECTOR; SECRETARY | — |
| NEW ANN GARDNER | SHAREHOLDER | — |
| RAYEN JAMES WILSON | SHAREHOLDER | — |
| DISHONG GEORGE WILLIAM | DIRECTOR | — |
| GULINELLO LEO JOSEPH | DIRECTOR | — |
| NEW PAUL FW | SHAREHOLDER | — |
| FREDERICKS PETER TORREY | DIRECTOR | — |
| DISHONG GEORGE S | DIRECTOR | — |
| GULINELLO LEO J | DIRECTOR | — |
| NEW ANN G | SHAREHOLDER | — |
| LANG JAMES E | SHAREHOLDER | — |
| RICHARDT ANDREW DAMIEN | VICE PRESIDENT OF FINANCIAL PLANNING | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108313/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108313/similar
- Related entities: https://search.stillhousedata.com/firm/108313/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108313

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.