THOMPSON WEALTH ADVISORS

THOMPSON WEALTH ADVISORS of STATESVILLE, NC is an SEC-registered investment adviser (CRD 140871). Regulatory assets under management: $44.4M.

Registration

• CRD: 140871
• Type: Registered investment adviser
• Location: 104 N CENTER ST., STATESVILLE, NC, 28677-3102
• Phone: 704-878-6112
• Latest filing: 2026-04-28
• Regulatory AUM: $44.4M
• Discretionary AUM: $44.0M
• Non-discretionary AUM: $315K
• Clients: 1
• Accounts: 161

Business model

Compensation: % of AUM, Fixed, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 140871 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search