L
$5.6M Total AUM
$5.6M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-10-2025
- Office Locations
- 1
Office Locations
-- Waukesha WI
About Launch Wealth Management
Launch Wealth Management is a Waukesha-based RIA. The firm has been operating for 0 years. Managing $5.6M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Charles Schwab & Company.
Team overview
30 AVG AGE
$5.6M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
0.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
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Services
Available
Owner & Executives
J
JOSEPH KENNETH THOMPSON
Chief Compliance Officer, FOUNDER, WEALTH ADVISOR
- CRD
- #6419307
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,625,865 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,625,865 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - OTC:
Available Corporate - Non-Investment Grade:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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