THOMPSON WEALTH SOLUTIONS, LLC

THOMPSON WEALTH SOLUTIONS, LLC of TIMONIUM, MD is an SEC-registered investment adviser (CRD 338023). Regulatory assets under management: $172.1M.

Registration

• CRD: 338023
• SEC file number: 801-134259
• Type: Registered investment adviser
• Location: 1954 GREENSPRING DR, SUITE 310, TIMONIUM, MD, 21093
• Phone: (410) 683-9263
• Latest filing: 2026-06-09
• Regulatory AUM: $172.1M
• Discretionary AUM: $172.1M
• Clients: 3
• Accounts: 333

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Charities, Other.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 338023 on SEC IAPD (source of record)
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