JW THOMPSON INVESTMENTS LLC

JW THOMPSON INVESTMENTS LLC is an SEC-registered investment adviser (CRD 129281). Regulatory assets under management: $30.4M.

Registration

• CRD: 129281
• Type: Registered investment adviser
• Phone: 561-406-9998
• Latest filing: 2026-03-10
• Regulatory AUM: $30.4M
• Discretionary AUM: $23.4M
• Non-discretionary AUM: $7.0M
• Clients: 2
• Accounts: 190

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth, Pooled vehicles, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 129281 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search