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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-05-2006
- Office Locations
- 1
Office Locations
About Thompson Wealth Advisors
Thompson Wealth Advisors is a Statesville, NC RIA serving business owners, retirement plan savers, and charitable organizations. Planning-led services include wealth protection, income and estate planning, charitable giving, business planning, and tax planning with tax return review and annual tax reviews, alongside ongoing investment management. Led by CPA Jeffrey Scott Thompson, the firm uses a customized bucket approach and builds portfolios primarily with ETFs, custodied at Schwab.
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Owner & Executives
JEFFREY SCOTT THOMPSON
CPA, President
- CRD
- #2490742
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $44,047,000 | -- |
| Non-Discretionary | $315,000 | -- |
| Total | $44,362,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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