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$73.8M Total AUM
$73.8M Disc. AUM
-- 3Y CAGR
1 Employees
189 ADV. Clients
11 yrs Firm Age
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- Custodian
- Axos ยท Lincoln Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-05-2014
- Office Locations
- 1
Office Locations
224 N Phillips AVE Suite 200 Sioux Falls SD
About Thompson Private Wealth
Thompson Private Wealth is a Sioux Falls-based RIA. The firm has been operating for 11 years. Managing $73.8M in total assets under management, with 1 advisory representatives. They custody assets with Axos and Lincoln Financial.
Team overview
-- AVG AGE
$73.8M AVG AUM / ADVISOR
$390.4K AVG AUM / CLIENT
11.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
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Investment Vehicles
Available
Platform
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Services
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Owner & Executives
RAYMOND PAUL THOMPSON
Advisor, Chief Compliance Officer, President
- CRD
- #4937807
- Ownership
- 75% or more
Available
Available
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S
STACEY MARIE THOMPSON
Vice President
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $73,793,664 | -- |
| Non-Discretionary | $0 | -- |
| Total | $73,793,664 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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