THISTLE WEALTH

THISTLE WEALTH of CORVALLIS, OR is an SEC-registered investment adviser (CRD 334724). Regulatory assets under management: $18.0M.

Registration

• CRD: 334724
• Type: Registered investment adviser
• Location: 804A NW BUCHANAN AVE, CORVALLIS, OR, 97330
• Phone: 541-230-4820
• Latest filing: 2026-01-22
• Regulatory AUM: $18.0M
• Discretionary AUM: $16.8M
• Non-discretionary AUM: $1.2M
• Clients: 1
• Accounts: 48

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 334724 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search